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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 | $56,299 | $89,259-36.9% | $107,187-47.5% | $82,637-31.9% |
| Participation rate | 67.7% | 67.9%-0.2pp | 75.0%-7.3pp | 68.1%-0.3pp |
| Annual return | 19.33% | 21.02%-1.7pp | 204.55%-185.2pp | 53.51%-34.2pp |
| Employer contribution / active EE | $2,685 | $3,080-12.8% | $3,782-29.0% | $2,552+5.2% |
| Participant deferral / active EE | $5,632 | $4,037+39.5% | $5,096+10.5% | $4,126+36.5% |
| Admin fee / account holder | $4,372 | $7,381-40.8% | $9,162-52.3% | $7,339-40.4% |