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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 | $60,290 | $132,099-54.4% | $115,599-47.8% | $138,895-56.6% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.3%-11.8pp | 79.9%-17.4pp |
| Annual return | 14.48% | 176.76%-162.3pp | 111.10%-96.6pp | 145.39%-130.9pp |
| Employer contribution / active EE | $1,549 | $3,416-54.6% | $2,955-47.6% | $4,194-63.1% |
| Participant deferral / active EE | $5,177 | $5,617-7.8% | $4,889+5.9% | $6,396-19.1% |
| Admin fee / account holder | $1,420 | $15,650-90.9% | $12,841-88.9% | $12,562-88.7% |