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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 | $58,787 | $93,345-37.0% | $119,126-50.7% | $87,485-32.8% |
| Participation rate | 65.5% | 68.7%-3.2pp | 75.8%-10.2pp | 68.9%-3.4pp |
| Annual return | 16.90% | 19.08%-2.2pp | 282.11%-265.2pp | 26.06%-9.2pp |
| Employer contribution / active EE | $1,601 | $3,172-49.5% | $4,034-60.3% | $2,596-38.3% |
| Participant deferral / active EE | $5,800 | $4,099+41.5% | $5,318+9.1% | $4,274+35.7% |
| Admin fee / account holder | $3,180 | $8,039-60.4% | $10,693-70.3% | $7,775-59.1% |