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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 | $49,417 | $84,236-41.3% | $170,435-71.0% | $70,126-29.5% |
| Participation rate | 65.8% | 70.8%-5.0pp | 83.6%-17.8pp | 69.5%-3.7pp |
| Annual return | 16.45% | 23.06%-6.6pp | 205.94%-189.5pp | 73.15%-56.7pp |
| Employer contribution / active EE | $1,907 | $3,387-43.7% | $5,432-64.9% | $2,343-18.6% |
| Participant deferral / active EE | $2,668 | $3,086-13.5% | $4,939-46.0% | $3,332-19.9% |
| Admin fee / account holder | $1,994 | $5,698-65.0% | $13,881-85.6% | $4,645-57.1% |