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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 | $61,527 | $98,776-37.7% | $149,745-58.9% | $79,856-23.0% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.5%-15.8pp | 69.6%-3.0pp |
| Annual return | 21.59% | 27.38%-5.8pp | 276.72%-255.1pp | 31.71%-10.1pp |
| Employer contribution / active EE | $2,264 | $3,217-29.6% | $4,646-51.3% | $2,471-8.4% |
| Participant deferral / active EE | $4,215 | $5,681-25.8% | $6,843-38.4% | $3,741+12.7% |
| Admin fee / account holder | $13,961 | $6,053+130.7% | $9,312+49.9% | $5,306+163.1% |