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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,408 | $85,766-30.7% | $136,298-56.4% | $70,126-15.3% |
| Participation rate | 67.9% | 74.2%-6.3pp | 81.9%-14.1pp | 69.5%-1.7pp |
| Annual return | 17.42% | 31.46%-14.0pp | 5156.27%-5138.9pp | 73.15%-55.7pp |
| Employer contribution / active EE | $2,018 | $2,966-32.0% | $4,696-57.0% | $2,343-13.9% |
| Participant deferral / active EE | $5,415 | $5,051+7.2% | $6,247-13.3% | $3,332+62.5% |
| Admin fee / account holder | $597 | $5,421-89.0% | $9,244-93.5% | $4,645-87.2% |