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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 | $52,496 | $77,901-32.6% | $149,717-64.9% | $75,181-30.2% |
| Participation rate | 62.5% | 65.6%-3.1pp | 78.8%-16.3pp | 67.2%-4.7pp |
| Annual return | 15.04% | 31.73%-16.7pp | 134.41%-119.4pp | 160.69%-145.6pp |
| Employer contribution / active EE | $782 | $3,137-75.1% | $4,820-83.8% | $2,671-70.7% |
| Participant deferral / active EE | $2,587 | $3,411-24.1% | $5,682-54.5% | $4,126-37.3% |
| Admin fee / account holder | $2,680 | $5,949-55.0% | $13,213-79.7% | $5,650-52.6% |