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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 | $29,144 | $89,259-67.3% | $107,187-72.8% | $82,637-64.7% |
| Participation rate | 63.0% | 67.9%-5.0pp | 75.0%-12.1pp | 68.1%-5.1pp |
| Annual return | 17.90% | 21.02%-3.1pp | 204.55%-186.7pp | 53.51%-35.6pp |
| Employer contribution / active EE | $1,708 | $3,080-44.6% | $3,782-54.9% | $2,552-33.1% |
| Participant deferral / active EE | $5,481 | $4,037+35.8% | $5,096+7.6% | $4,126+32.8% |
| Admin fee / account holder | $626 | $7,381-91.5% | $9,162-93.2% | $7,339-91.5% |