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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 | $60,899 | $78,707-22.6% | $117,861-48.3% | $70,126-13.2% |
| Participation rate | 59.0% | 73.2%-14.2pp | 79.7%-20.6pp | 69.5%-10.5pp |
| Annual return | 20.04% | 23.30%-3.3pp | 335.11%-315.1pp | 73.15%-53.1pp |
| Employer contribution / active EE | $2,455 | $2,223+10.4% | $3,786-35.2% | $2,343+4.8% |
| Participant deferral / active EE | $4,829 | $3,297+46.5% | $4,482+7.7% | $3,332+44.9% |
| Admin fee / account holder | $6,304 | $5,066+24.5% | $8,021-21.4% | $4,645+35.7% |