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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 | $60,611 | $85,171-28.8% | $172,752-64.9% | $72,975-16.9% |
| Participation rate | 64.9% | 70.1%-5.2pp | 82.6%-17.8pp | 69.5%-4.6pp |
| Annual return | 21.76% | 27.32%-5.6pp | 802.97%-781.2pp | 81.01%-59.3pp |
| Employer contribution / active EE | $1,542 | $3,324-53.6% | $5,144-70.0% | $2,440-36.8% |
| Participant deferral / active EE | $3,681 | $3,260+12.9% | $5,198-29.2% | $3,608+2.0% |
| Admin fee / account holder | $2,619 | $5,880-55.5% | $13,955-81.2% | $5,124-48.9% |