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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 | $57,361 | $89,370-35.8% | $141,197-59.4% | $72,976-21.4% |
| Participation rate | 68.0% | 75.1%-7.1pp | 82.5%-14.5pp | 69.5%-1.5pp |
| Annual return | 20.82% | 111.88%-91.1pp | 71.41%-50.6pp | 81.02%-60.2pp |
| Employer contribution / active EE | $1,846 | $3,115-40.7% | $4,736-61.0% | $2,440-24.3% |
| Participant deferral / active EE | $5,903 | $5,419+8.9% | $6,710-12.0% | $3,608+63.6% |
| Admin fee / account holder | $512 | $5,957-91.4% | $10,265-95.0% | $5,124-90.0% |