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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 | $65,586 | $117,846-44.3% | $102,434-36.0% | $145,884-55.0% |
| Participation rate | 63.6% | 78.6%-15.0pp | 76.5%-12.9pp | 80.3%-16.7pp |
| Annual return | 20.90% | 31.90%-11.0pp | 29.46%-8.6pp | 551.85%-530.9pp |
| Employer contribution / active EE | $2,009 | $3,615-44.4% | $3,023-33.6% | $4,662-56.9% |
| Participant deferral / active EE | $5,803 | $5,733+1.2% | $5,055+14.8% | $6,690-13.3% |
| Admin fee / account holder | $22,860 | $13,356+71.2% | $9,462+141.6% | $13,392+70.7% |