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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 | $58,306 | $58,923-1.0% | $97,167-40.0% | $74,546-21.8% |
| Participation rate | 51.3% | 63.6%-12.3pp | 72.7%-21.4pp | 67.2%-15.9pp |
| Annual return | 18.62% | 16.04%+2.6pp | 75.27%-56.6pp | 1366.03%-1347.4pp |
| Employer contribution / active EE | $813 | $1,894-57.1% | $2,729-70.2% | $2,624-69.0% |
| Participant deferral / active EE | $5,730 | $3,664+56.4% | $4,264+34.4% | $4,347+31.8% |
| Admin fee / account holder | $3,796 | $1,974+92.3% | $5,650-32.8% | $1,944+95.3% |