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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 | $56,162 | $182,442-69.2% | $163,379-65.6% | $138,895-59.6% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 13.46% | 72.74%-59.3pp | 63.41%-49.9pp | 145.39%-131.9pp |
| Employer contribution / active EE | $1,677 | $4,159-59.7% | $3,752-55.3% | $4,194-60.0% |
| Participant deferral / active EE | $3,280 | $6,817-51.9% | $6,282-47.8% | $6,396-48.7% |
| Admin fee / account holder | $997 | $10,396-90.4% | $9,818-89.8% | $12,562-92.1% |