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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 | $67,646 | $91,559-26.1% | $133,959-49.5% | $79,858-15.3% |
| Participation rate | 53.8% | 73.3%-19.5pp | 79.8%-26.0pp | 69.6%-15.8pp |
| Annual return | 10.41% | 61.85%-51.4pp | 45.09%-34.7pp | 31.72%-21.3pp |
| Employer contribution / active EE | $617 | $2,384-74.1% | $3,919-84.3% | $2,471-75.0% |
| Participant deferral / active EE | $4,590 | $3,734+22.9% | $5,047-9.1% | $3,740+22.7% |
| Admin fee / account holder | $1,864 | $6,321-70.5% | $8,928-79.1% | $5,306-64.9% |