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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 | $57,520 | $102,938-44.1% | $94,105-38.9% | $138,895-58.6% |
| Participation rate | 66.7% | 74.6%-8.0pp | 71.9%-5.3pp | 79.9%-13.3pp |
| Annual return | 17.32% | 250.28%-233.0pp | 204.55%-187.2pp | 145.39%-128.1pp |
| Employer contribution / active EE | $2,356 | $2,732-13.8% | $2,504-5.9% | $4,194-43.8% |
| Participant deferral / active EE | $4,531 | $4,196+8.0% | $3,881+16.8% | $6,396-29.2% |
| Admin fee / account holder | $512 | $6,600-92.2% | $6,199-91.7% | $12,562-95.9% |