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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 | $89,259-34.1% | $107,187-45.2% | $82,637-28.9% |
| Participation rate | 65.5% | 67.9%-2.4pp | 75.0%-9.5pp | 68.1%-2.5pp |
| Annual return | 16.90% | 21.02%-4.1pp | 204.55%-187.6pp | 53.51%-36.6pp |
| Employer contribution / active EE | $1,601 | $3,080-48.0% | $3,782-57.7% | $2,552-37.3% |
| Participant deferral / active EE | $5,800 | $4,037+43.7% | $5,096+13.8% | $4,126+40.6% |
| Admin fee / account holder | $3,180 | $7,381-56.9% | $9,162-65.3% | $7,339-56.7% |