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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 | $62,144 | $85,766-27.5% | $136,297-54.4% | $70,131-11.4% |
| Participation rate | 59.6% | 74.2%-14.6pp | 81.9%-22.3pp | 69.5%-10.0pp |
| Annual return | 16.90% | 31.45%-14.6pp | 5156.16%-5139.3pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,721 | $2,966-42.0% | $4,696-63.4% | $2,342-26.5% |
| Participant deferral / active EE | $4,866 | $5,051-3.7% | $6,247-22.1% | $3,332+46.1% |
| Admin fee / account holder | $7,930 | $5,420+46.3% | $9,244-14.2% | $4,645+70.7% |