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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 | $53,146 | $58,828-9.7% | $78,002-31.9% | $62,881-15.5% |
| Participation rate | 60.5% | 71.1%-10.5pp | 75.5%-15.0pp | 69.3%-8.8pp |
| Annual return | 5.78% | 17.16%-11.4pp | 425.99%-420.2pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,018 | $1,672-39.1% | $2,470-58.8% | $2,281-55.4% |
| Participant deferral / active EE | $4,380 | $2,686+63.1% | $3,497+25.2% | $3,203+36.7% |
| Admin fee / account holder | $6,434 | $4,393+46.4% | $5,481+17.4% | $4,296+49.8% |