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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 | $52,705 | $85,766-38.5% | $136,298-61.3% | $70,126-24.8% |
| Participation rate | 64.0% | 74.2%-10.2pp | 81.9%-17.9pp | 69.5%-5.5pp |
| Annual return | 20.99% | 31.46%-10.5pp | 5156.27%-5135.3pp | 73.15%-52.2pp |
| Employer contribution / active EE | $2,964 | $2,966-0.1% | $4,696-36.9% | $2,343+26.5% |
| Participant deferral / active EE | $6,283 | $5,051+24.4% | $6,247+0.6% | $3,332+88.6% |
| Admin fee / account holder | $3,814 | $5,421-29.6% | $9,244-58.7% | $4,645-17.9% |