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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 | $60,760 | $88,672-31.5% | $105,223-42.3% | $82,448-26.3% |
| Participation rate | 59.3% | 67.9%-8.7pp | 75.0%-15.8pp | 68.1%-8.8pp |
| Annual return | 18.64% | 30.86%-12.2pp | 180.65%-162.0pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,608 | $3,048-47.2% | $3,689-56.4% | $2,551-37.0% |
| Participant deferral / active EE | $6,714 | $4,036+66.4% | $5,072+32.4% | $4,139+62.2% |
| Admin fee / account holder | $470 | $7,146-93.4% | $8,859-94.7% | $7,234-93.5% |