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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 | $62,933 | $98,760-36.3% | $149,715-58.0% | $79,858-21.2% |
| Participation rate | 64.7% | 75.8%-11.1pp | 82.5%-17.8pp | 69.6%-4.9pp |
| Annual return | 22.22% | 27.43%-5.2pp | 276.66%-254.4pp | 31.72%-9.5pp |
| Employer contribution / active EE | $2,779 | $3,217-13.6% | $4,645-40.2% | $2,471+12.5% |
| Participant deferral / active EE | $5,449 | $5,681-4.1% | $6,842-20.4% | $3,740+45.7% |
| Admin fee / account holder | $2,482 | $6,053-59.0% | $9,310-73.3% | $5,306-53.2% |