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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 | $49,303 | $98,776-50.1% | $149,745-67.1% | $79,856-38.3% |
| Participation rate | 69.0% | 75.8%-6.8pp | 82.5%-13.5pp | 69.6%-0.7pp |
| Annual return | 15.82% | 27.38%-11.6pp | 276.72%-260.9pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,411 | $3,217-56.1% | $4,646-69.6% | $2,471-42.9% |
| Participant deferral / active EE | $5,751 | $5,681+1.2% | $6,843-16.0% | $3,741+53.7% |
| Admin fee / account holder | $11,594 | $6,053+91.6% | $9,312+24.5% | $5,306+118.5% |