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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 | $58,499 | $58,275+0.4% | $81,844-28.5% | $80,935-27.7% |
| Participation rate | 62.5% | 63.5%-1.0pp | 72.4%-9.9pp | 67.7%-5.2pp |
| Annual return | 20.75% | 41.82%-21.1pp | 778.87%-758.1pp | 35.66%-14.9pp |
| Employer contribution / active EE | $510 | $2,346-78.3% | $2,916-82.5% | $2,757-81.5% |
| Participant deferral / active EE | $3,164 | $3,285-3.7% | $4,323-26.8% | $4,299-26.4% |
| Admin fee / account holder | $9,279 | $4,749+95.4% | $7,355+26.1% | $6,924+34.0% |