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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 | $57,397 | $86,298-33.5% | $111,308-48.4% | $85,847-33.1% |
| Participation rate | 67.4% | 73.3%-5.9pp | 77.3%-9.9pp | 69.3%-1.9pp |
| Annual return | 13.73% | 19.99%-6.3pp | 54.67%-40.9pp | 318.61%-304.9pp |
| Employer contribution / active EE | $1,148 | $2,044-43.8% | $2,732-58.0% | $2,565-55.2% |
| Participant deferral / active EE | $2,807 | $3,641-22.9% | $4,487-37.4% | $3,952-29.0% |
| Admin fee / account holder | $2,749 | $8,189-66.4% | $7,965-65.5% | $6,261-56.1% |