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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 | $66,626 | $48,364+37.8% | $71,796-7.2% | $62,881+6.0% |
| Participation rate | 51.4% | 60.6%-9.3pp | 69.1%-17.8pp | 69.3%-18.0pp |
| Annual return | 12.67% | 13.16%-0.5pp | 78.04%-65.4pp | 20.14%-7.5pp |
| Employer contribution / active EE | $361 | $1,042-65.4% | $1,924-81.3% | $2,281-84.2% |
| Participant deferral / active EE | $2,839 | $2,091+35.7% | $2,794+1.6% | $3,203-11.4% |
| Admin fee / account holder | $2,707 | $3,771-28.2% | $4,815-43.8% | $4,296-37.0% |