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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 | $93,345-34.9% | $119,126-49.0% | $87,485-30.5% |
| Participation rate | 59.3% | 68.7%-9.5pp | 75.8%-16.5pp | 68.9%-9.7pp |
| Annual return | 18.64% | 19.08%-0.4pp | 282.11%-263.5pp | 26.06%-7.4pp |
| Employer contribution / active EE | $1,608 | $3,172-49.3% | $4,034-60.1% | $2,596-38.1% |
| Participant deferral / active EE | $6,714 | $4,099+63.8% | $5,318+26.3% | $4,274+57.1% |
| Admin fee / account holder | $470 | $8,039-94.2% | $10,693-95.6% | $7,775-94.0% |