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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 | $28,695 | $55,446-48.2% | $155,574-81.6% | $74,429-61.4% |
| Participation rate | 60.5% | 61.9%-1.4pp | 78.2%-17.7pp | 67.2%-6.7pp |
| Annual return | 21.80% | 269.20%-247.4pp | 64.87%-43.1pp | 1368.38%-1346.6pp |
| Employer contribution / active EE | $2,068 | $2,266-8.7% | $4,676-55.8% | $2,625-21.2% |
| Participant deferral / active EE | $3,887 | $2,836+37.1% | $5,629-30.9% | $4,348-10.6% |
| Admin fee / account holder | $3,319 | $1,743+90.4% | $15,914-79.1% | $1,944+70.7% |