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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 | $56,318 | $64,324-12.4% | $118,914-52.6% | $79,856-29.5% |
| Participation rate | 61.8% | 64.9%-3.1pp | 75.4%-13.6pp | 69.6%-7.9pp |
| Annual return | 12.45% | 86.45%-74.0pp | 35.89%-23.4pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,715 | $1,836-6.6% | $3,264-47.5% | $2,471-30.6% |
| Participant deferral / active EE | $3,377 | $2,824+19.6% | $4,266-20.8% | $3,741-9.7% |
| Admin fee / account holder | $4,275 | $4,040+5.8% | $6,582-35.1% | $5,306-19.4% |