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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 | $66,389 | $91,559-27.5% | $133,978-50.4% | $79,856-16.9% |
| Participation rate | 51.9% | 73.3%-21.5pp | 79.8%-28.0pp | 69.6%-17.8pp |
| Annual return | 13.96% | 61.85%-47.9pp | 45.10%-31.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,070 | $2,384-55.1% | $3,919-72.7% | $2,471-56.7% |
| Participant deferral / active EE | $2,107 | $3,734-43.6% | $5,047-58.3% | $3,741-43.7% |
| Admin fee / account holder | $4,506 | $6,321-28.7% | $8,930-49.5% | $5,306-15.1% |