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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 | $60,223 | $98,760-39.0% | $149,715-59.8% | $79,858-24.6% |
| Participation rate | 60.3% | 75.8%-15.4pp | 82.5%-22.1pp | 69.6%-9.3pp |
| Annual return | 13.57% | 27.43%-13.9pp | 276.66%-263.1pp | 31.72%-18.1pp |
| Employer contribution / active EE | $2,121 | $3,217-34.1% | $4,645-54.3% | $2,471-14.2% |
| Participant deferral / active EE | $5,012 | $5,681-11.8% | $6,842-26.7% | $3,740+34.0% |
| Admin fee / account holder | $4,932 | $6,053-18.5% | $9,310-47.0% | $5,306-7.0% |