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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 | $29,814 | $55,902-46.7% | $76,030-60.8% | $80,959-63.2% |
| Participation rate | 59.0% | 62.1%-3.1pp | 69.1%-10.1pp | 67.7%-8.7pp |
| Annual return | 22.50% | 20.59%+1.9pp | 361.54%-339.0pp | 35.67%-13.2pp |
| Employer contribution / active EE | $3,247 | $1,867+74.0% | $2,688+20.8% | $2,757+17.8% |
| Participant deferral / active EE | $4,800 | $3,051+57.4% | $4,257+12.8% | $4,300+11.6% |
| Admin fee / account holder | $832 | $5,239-84.1% | $6,421-87.0% | $6,925-88.0% |