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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 | $58,483 | $58,311+0.3% | $81,882-28.6% | $80,959-27.8% |
| Participation rate | 60.4% | 63.5%-3.1pp | 72.4%-12.0pp | 67.7%-7.3pp |
| Annual return | 13.09% | 41.85%-28.8pp | 779.47%-766.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $1,650 | $2,347-29.7% | $2,916-43.4% | $2,757-40.2% |
| Participant deferral / active EE | $4,322 | $3,287+31.5% | $4,3230% | $4,300+0.5% |
| Admin fee / account holder | $7,602 | $4,752+60.0% | $7,360+3.3% | $6,925+9.8% |