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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 | $58,511 | $85,169-31.3% | $172,755-66.1% | $72,983-19.8% |
| Participation rate | 68.4% | 70.1%-1.6pp | 82.6%-14.2pp | 69.5%-1.1pp |
| Annual return | 23.63% | 27.32%-3.7pp | 802.94%-779.3pp | 81.01%-57.4pp |
| Employer contribution / active EE | $1,237 | $3,324-62.8% | $5,144-76.0% | $2,440-49.3% |
| Participant deferral / active EE | $2,575 | $3,260-21.0% | $5,198-50.5% | $3,608-28.6% |
| Admin fee / account holder | $537 | $5,880-90.9% | $13,955-96.2% | $5,124-89.5% |