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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 | $63,130 | $103,392-38.9% | $87,104-27.5% | $152,897-58.7% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 27.17% | 28.10%-0.9pp | 28.19%-1.0pp | 345.43%-318.3pp |
| Employer contribution / active EE | $2,087 | $3,221-35.2% | $2,521-17.2% | $4,764-56.2% |
| Participant deferral / active EE | $10,523 | $4,778+120.2% | $4,048+159.9% | $5,851+79.9% |
| Admin fee / account holder | $546 | $12,194-95.5% | $7,491-92.7% | $11,599-95.3% |