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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 | $66,672 | $91,559-27.2% | $133,978-50.2% | $79,856-16.5% |
| Participation rate | 51.4% | 73.3%-21.9pp | 79.8%-28.4pp | 69.6%-18.2pp |
| Annual return | 20.67% | 61.85%-41.2pp | 45.10%-24.4pp | 31.71%-11.0pp |
| Employer contribution / active EE | $1,481 | $2,384-37.9% | $3,919-62.2% | $2,471-40.1% |
| Participant deferral / active EE | $3,130 | $3,734-16.2% | $5,047-38.0% | $3,741-16.3% |
| Admin fee / account holder | $1,005 | $6,321-84.1% | $8,930-88.8% | $5,306-81.1% |