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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 | $70,241 | $123,854-43.3% | $69,623+0.9% | $145,884-51.9% |
| Participation rate | 64.7% | 69.2%-4.5pp | 66.4%-1.7pp | 80.3%-15.6pp |
| Annual return | 29.48% | 192.35%-162.9pp | 101.23%-71.7pp | 551.85%-522.4pp |
| Employer contribution / active EE | $1,128 | $2,673-57.8% | $1,709-34.0% | $4,662-75.8% |
| Participant deferral / active EE | $2,397 | $4,242-43.5% | $2,890-17.0% | $6,690-64.2% |
| Admin fee / account holder | $2,347 | $7,822-70.0% | $4,696-50.0% | $13,392-82.5% |