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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 | $66,866 | $81,208-17.7% | $98,916-32.4% | $79,858-16.3% |
| Participation rate | 56.5% | 72.5%-16.0pp | 76.0%-19.5pp | 69.6%-13.1pp |
| Annual return | 16.63% | 60.99%-44.4pp | 196.45%-179.8pp | 31.72%-15.1pp |
| Employer contribution / active EE | $1,448 | $1,960-26.1% | $2,689-46.2% | $2,471-41.4% |
| Participant deferral / active EE | $2,964 | $3,265-9.2% | $4,245-30.2% | $3,740-20.8% |
| Admin fee / account holder | $589 | $6,013-90.2% | $6,642-91.1% | $5,306-88.9% |