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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 | $23,181 | $61,787-62.5% | $97,197-76.2% | $80,925-71.4% |
| Participation rate | 63.2% | 63.5%-0.2pp | 72.7%-9.5pp | 67.7%-4.4pp |
| Annual return | 16.31% | -558.16%+574.5pp | 75.47%-59.2pp | 35.65%-19.3pp |
| Employer contribution / active EE | $3,518 | $1,836+91.6% | $2,723+29.2% | $2,756+27.6% |
| Participant deferral / active EE | $5,809 | $3,027+91.9% | $4,263+36.2% | $4,299+35.1% |
| Admin fee / account holder | $2,167 | $5,170-58.1% | $5,637-61.6% | $6,940-68.8% |