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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 | $54,740 | $91,086-39.9% | $203,872-73.1% | $86,983-37.1% |
| Participation rate | 67.9% | 65.8%+2.0pp | 77.8%-9.9pp | 69.5%-1.7pp |
| Annual return | 17.12% | 22.30%-5.2pp | 85.11%-68.0pp | 25.83%-8.7pp |
| Employer contribution / active EE | $1,313 | $2,063-36.4% | $3,757-65.1% | $2,584-49.2% |
| Participant deferral / active EE | $5,484 | $4,019+36.5% | $6,388-14.1% | $4,194+30.8% |
| Admin fee / account holder | $2,345 | $8,987-73.9% | $11,730-80.0% | $7,856-70.2% |