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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 | $65,622 | $98,766-33.6% | $149,730-56.2% | $79,852-17.8% |
| Participation rate | 61.1% | 75.8%-14.7pp | 82.5%-21.4pp | 69.6%-8.5pp |
| Annual return | 22.15% | 27.43%-5.3pp | 276.70%-254.6pp | 31.72%-9.6pp |
| Employer contribution / active EE | $1,762 | $3,217-45.2% | $4,645-62.1% | $2,471-28.7% |
| Participant deferral / active EE | $4,113 | $5,681-27.6% | $6,843-39.9% | $3,740+9.9% |
| Admin fee / account holder | $933 | $6,052-84.6% | $9,310-90.0% | $5,306-82.4% |