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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 | $60,161 | $81,208-25.9% | $98,920-39.2% | $79,852-24.7% |
| Participation rate | 55.2% | 72.5%-17.3pp | 76.0%-20.9pp | 69.6%-14.5pp |
| Annual return | 14.06% | 60.99%-46.9pp | 196.47%-182.4pp | 31.72%-17.7pp |
| Employer contribution / active EE | $1,627 | $1,960-17.0% | $2,689-39.5% | $2,471-34.1% |
| Participant deferral / active EE | $3,395 | $3,265+4.0% | $4,245-20.0% | $3,740-9.2% |
| Admin fee / account holder | $3,122 | $6,013-48.1% | $6,643-53.0% | $5,306-41.2% |