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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 | $58,304 | $91,086-36.0% | $203,872-71.4% | $86,983-33.0% |
| Participation rate | 64.6% | 65.8%-1.2pp | 77.8%-13.2pp | 69.5%-5.0pp |
| Annual return | 16.99% | 22.30%-5.3pp | 85.11%-68.1pp | 25.83%-8.8pp |
| Employer contribution / active EE | $2,409 | $2,063+16.7% | $3,757-35.9% | $2,584-6.8% |
| Participant deferral / active EE | $5,304 | $4,019+32.0% | $6,388-17.0% | $4,194+26.5% |
| Admin fee / account holder | $492 | $8,987-94.5% | $11,730-95.8% | $7,856-93.7% |