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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 | $57,027 | $101,069-43.6% | $81,478-30.0% | $147,585-61.4% |
| Participation rate | 64.7% | 74.5%-9.7pp | 68.0%-3.3pp | 82.8%-18.1pp |
| Annual return | 20.96% | 32.40%-11.4pp | 38.78%-17.8pp | 578.57%-557.6pp |
| Employer contribution / active EE | $2,021 | $3,205-37.0% | $2,568-21.3% | $4,876-58.6% |
| Participant deferral / active EE | $5,816 | $4,242+37.1% | $3,537+64.5% | $5,439+6.9% |
| Admin fee / account holder | $413 | $5,812-92.9% | $4,561-90.9% | $10,885-96.2% |