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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 | $49,976 | $93,589-46.6% | $135,942-63.2% | $75,181-33.5% |
| Participation rate | 59.3% | 75.2%-15.9pp | 81.9%-22.7pp | 67.2%-7.9pp |
| Annual return | 17.91% | 30.90%-13.0pp | 68.28%-50.4pp | 160.69%-142.8pp |
| Employer contribution / active EE | $1,700 | $3,537-52.0% | $4,858-65.0% | $2,671-36.4% |
| Participant deferral / active EE | $4,726 | $6,405-26.2% | $7,759-39.1% | $4,126+14.5% |
| Admin fee / account holder | $771 | $6,977-89.0% | $10,764-92.8% | $5,650-86.4% |