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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 | $60,269 | $63,354-4.9% | $94,105-36.0% | $82,637-27.1% |
| Participation rate | 55.1% | 63.8%-8.8pp | 71.9%-16.9pp | 68.1%-13.0pp |
| Annual return | 20.26% | 34.36%-14.1pp | 204.55%-184.3pp | 53.51%-33.2pp |
| Employer contribution / active EE | $1,304 | $1,760-25.9% | $2,504-47.9% | $2,552-48.9% |
| Participant deferral / active EE | $4,275 | $2,873+48.8% | $3,881+10.2% | $4,126+3.6% |
| Admin fee / account holder | $2,169 | $5,073-57.2% | $6,199-65.0% | $7,339-70.4% |