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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 | $54,458 | $91,559-40.5% | $133,971-59.4% | $79,852-31.8% |
| Participation rate | 67.1% | 73.3%-6.2pp | 79.8%-12.7pp | 69.6%-2.5pp |
| Annual return | 20.65% | 61.85%-41.2pp | 45.09%-24.4pp | 31.72%-11.1pp |
| Employer contribution / active EE | $1,401 | $2,384-41.2% | $3,919-64.3% | $2,471-43.3% |
| Participant deferral / active EE | $3,569 | $3,734-4.4% | $5,047-29.3% | $3,740-4.6% |
| Admin fee / account holder | $2,680 | $6,321-57.6% | $8,929-70.0% | $5,306-49.5% |