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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 | $72,254 | $98,766-26.8% | $149,730-51.7% | $79,852-9.5% |
| Participation rate | 48.9% | 75.8%-26.9pp | 82.5%-33.6pp | 69.6%-20.7pp |
| Annual return | 19.39% | 27.43%-8.0pp | 276.70%-257.3pp | 31.72%-12.3pp |
| Employer contribution / active EE | $2,654 | $3,217-17.5% | $4,645-42.9% | $2,471+7.4% |
| Participant deferral / active EE | $4,234 | $5,681-25.5% | $6,843-38.1% | $3,740+13.2% |
| Admin fee / account holder | $836 | $6,052-86.2% | $9,310-91.0% | $5,306-84.2% |