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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 | $63,666 | $98,766-35.5% | $149,730-57.5% | $79,852-20.3% |
| Participation rate | 50.7% | 75.8%-25.1pp | 82.5%-31.8pp | 69.6%-19.0pp |
| Annual return | 23.61% | 27.43%-3.8pp | 276.70%-253.1pp | 31.72%-8.1pp |
| Employer contribution / active EE | $1,486 | $3,217-53.8% | $4,645-68.0% | $2,471-39.9% |
| Participant deferral / active EE | $3,480 | $5,681-38.7% | $6,843-49.1% | $3,740-7.0% |
| Admin fee / account holder | $2,957 | $6,052-51.1% | $9,310-68.2% | $5,306-44.3% |