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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 | $52,046 | $98,776-47.3% | $149,745-65.2% | $79,856-34.8% |
| Participation rate | 63.3% | 75.8%-12.5pp | 82.5%-19.1pp | 69.6%-6.3pp |
| Annual return | 17.84% | 27.38%-9.5pp | 276.72%-258.9pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,260 | $3,217-60.9% | $4,646-72.9% | $2,471-49.0% |
| Participant deferral / active EE | $2,746 | $5,681-51.7% | $6,843-59.9% | $3,741-26.6% |
| Admin fee / account holder | $3,569 | $6,053-41.0% | $9,312-61.7% | $5,306-32.7% |