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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 | $52,010 | $98,776-47.3% | $149,745-65.3% | $79,856-34.9% |
| Participation rate | 65.6% | 75.8%-10.2pp | 82.5%-16.9pp | 69.6%-4.0pp |
| Annual return | 17.15% | 27.38%-10.2pp | 276.72%-259.6pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,603 | $3,217-50.2% | $4,646-65.5% | $2,471-35.1% |
| Participant deferral / active EE | $4,969 | $5,681-12.5% | $6,843-27.4% | $3,741+32.9% |
| Admin fee / account holder | $1,889 | $6,053-68.8% | $9,312-79.7% | $5,306-64.4% |