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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 | $56,679 | $91,559-38.1% | $133,971-57.7% | $79,852-29.0% |
| Participation rate | 65.4% | 73.3%-8.0pp | 79.8%-14.5pp | 69.6%-4.3pp |
| Annual return | 20.22% | 61.85%-41.6pp | 45.09%-24.9pp | 31.72%-11.5pp |
| Employer contribution / active EE | $1,917 | $2,384-19.6% | $3,919-51.1% | $2,471-22.4% |
| Participant deferral / active EE | $5,456 | $3,734+46.1% | $5,047+8.1% | $3,740+45.9% |
| Admin fee / account holder | $11,882 | $6,321+88.0% | $8,929+33.1% | $5,306+123.9% |