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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 | $52,177 | $58,275-10.5% | $81,844-36.2% | $80,935-35.5% |
| Participation rate | 61.8% | 63.5%-1.7pp | 72.4%-10.6pp | 67.7%-5.9pp |
| Annual return | 20.13% | 41.82%-21.7pp | 778.87%-758.7pp | 35.66%-15.5pp |
| Employer contribution / active EE | $1,070 | $2,346-54.4% | $2,916-63.3% | $2,757-61.2% |
| Participant deferral / active EE | $5,634 | $3,285+71.5% | $4,323+30.3% | $4,299+31.0% |
| Admin fee / account holder | $3,135 | $4,749-34.0% | $7,355-57.4% | $6,924-54.7% |