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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 | $44,169 | $78,707-43.9% | $117,861-62.5% | $70,126-37.0% |
| Participation rate | 68.1% | 73.2%-5.1pp | 79.7%-11.6pp | 69.5%-1.5pp |
| Annual return | 14.31% | 23.30%-9.0pp | 335.11%-320.8pp | 73.15%-58.8pp |
| Employer contribution / active EE | $1,609 | $2,223-27.6% | $3,786-57.5% | $2,343-31.3% |
| Participant deferral / active EE | $4,551 | $3,297+38.0% | $4,482+1.5% | $3,332+36.6% |
| Admin fee / account holder | $10,366 | $5,066+104.6% | $8,021+29.2% | $4,645+123.1% |