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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 | $63,680 | $84,236-24.4% | $170,435-62.6% | $70,126-9.2% |
| Participation rate | 62.5% | 70.8%-8.3pp | 83.6%-21.1pp | 69.5%-7.0pp |
| Annual return | 14.64% | 23.06%-8.4pp | 205.94%-191.3pp | 73.15%-58.5pp |
| Employer contribution / active EE | $1,244 | $3,387-63.3% | $5,432-77.1% | $2,343-46.9% |
| Participant deferral / active EE | $4,610 | $3,086+49.4% | $4,939-6.7% | $3,332+38.4% |
| Admin fee / account holder | $2,546 | $5,698-55.3% | $13,881-81.7% | $4,645-45.2% |