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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 | $62,723 | $106,905-41.3% | $84,020-25.3% | $152,885-59.0% |
| Participation rate | 68.4% | 75.2%-6.8pp | 69.0%-0.6pp | 82.5%-14.0pp |
| Annual return | 21.94% | 105.00%-83.1pp | 71.31%-49.4pp | 345.39%-323.5pp |
| Employer contribution / active EE | $1,458 | $2,735-46.7% | $1,984-26.5% | $4,763-69.4% |
| Participant deferral / active EE | $2,915 | $4,012-27.3% | $3,239-10.0% | $5,851-50.2% |
| Admin fee / account holder | $2,923 | $8,287-64.7% | $6,101-52.1% | $11,598-74.8% |