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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 | $65,159 | $96,731-32.6% | $123,973-47.4% | $86,983-25.1% |
| Participation rate | 68.1% | 70.0%-1.9pp | 76.7%-8.6pp | 69.5%-1.5pp |
| Annual return | 14.07% | 17.33%-3.3pp | 388.13%-374.1pp | 25.83%-11.8pp |
| Employer contribution / active EE | $1,615 | $3,297-51.0% | $4,126-60.9% | $2,584-37.5% |
| Participant deferral / active EE | $2,975 | $4,152-28.3% | $5,247-43.3% | $4,194-29.1% |
| Admin fee / account holder | $19,767 | $8,722+126.6% | $11,799+67.5% | $7,856+151.6% |