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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 | $68,788 | $106,905-35.7% | $84,020-18.1% | $152,885-55.0% |
| Participation rate | 69.2% | 75.2%-6.0pp | 69.0%+0.2pp | 82.5%-13.2pp |
| Annual return | 23.25% | 105.00%-81.7pp | 71.31%-48.1pp | 345.39%-322.1pp |
| Employer contribution / active EE | $1,611 | $2,735-41.1% | $1,984-18.8% | $4,763-66.2% |
| Participant deferral / active EE | $3,211 | $4,012-20.0% | $3,239-0.8% | $5,851-45.1% |
| Admin fee / account holder | $5,926 | $8,287-28.5% | $6,101-2.9% | $11,598-48.9% |