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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 | $46,008 | $70,666-34.9% | $169,385-72.8% | $75,181-38.8% |
| Participation rate | 62.8% | 64.8%-2.0pp | 77.2%-14.4pp | 67.2%-4.4pp |
| Annual return | 17.93% | 36.37%-18.4pp | 405.82%-387.9pp | 160.69%-142.8pp |
| Employer contribution / active EE | $1,987 | $2,210-10.1% | $4,012-50.5% | $2,671-25.6% |
| Participant deferral / active EE | $3,077 | $4,308-28.6% | $6,221-50.5% | $4,126-25.4% |
| Admin fee / account holder | $2,688 | $5,402-50.2% | $9,011-70.2% | $5,650-52.4% |