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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 | $64,351 | $85,766-25.0% | $136,297-52.8% | $70,124-8.2% |
| Participation rate | 60.5% | 74.2%-13.7pp | 81.9%-21.5pp | 69.5%-9.1pp |
| Annual return | 17.14% | 31.45%-14.3pp | 5156.19%-5139.1pp | 73.14%-56.0pp |
| Employer contribution / active EE | $1,380 | $2,966-53.5% | $4,696-70.6% | $2,342-41.1% |
| Participant deferral / active EE | $3,515 | $5,051-30.4% | $6,247-43.7% | $3,332+5.5% |
| Admin fee / account holder | $3,083 | $5,420-43.1% | $9,244-66.7% | $4,645-33.6% |