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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 | $59,271 | $136,214-56.5% | $98,775-40.0% | $167,536-64.6% |
| Participation rate | 63.6% | 70.2%-6.6pp | 65.7%-2.1pp | 82.1%-18.5pp |
| Annual return | 16.02% | 67.53%-51.5pp | 49.92%-33.9pp | 478.82%-462.8pp |
| Employer contribution / active EE | $1,909 | $2,631-27.4% | $2,067-7.6% | $4,839-60.5% |
| Participant deferral / active EE | $4,321 | $3,716+16.3% | $3,035+42.4% | $6,342-31.9% |
| Admin fee / account holder | $322 | $5,031-93.6% | $4,076-92.1% | $12,315-97.4% |