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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 | $64,559 | $58,828+9.7% | $78,002-17.2% | $62,881+2.7% |
| Participation rate | 63.1% | 71.1%-8.0pp | 75.5%-12.4pp | 69.3%-6.2pp |
| Annual return | 6.55% | 17.16%-10.6pp | 425.99%-419.4pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,418 | $1,672-15.2% | $2,470-42.6% | $2,281-37.8% |
| Participant deferral / active EE | $2,557 | $2,686-4.8% | $3,497-26.9% | $3,203-20.2% |
| Admin fee / account holder | $796 | $4,393-81.9% | $5,481-85.5% | $4,296-81.5% |