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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 | $49,060 | $88,672-44.7% | $105,223-53.4% | $82,448-40.5% |
| Participation rate | 67.6% | 67.9%-0.3pp | 75.0%-7.4pp | 68.1%-0.5pp |
| Annual return | 12.94% | 30.86%-17.9pp | 180.65%-167.7pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,629 | $3,048-46.6% | $3,689-55.8% | $2,551-36.1% |
| Participant deferral / active EE | $3,159 | $4,036-21.7% | $5,072-37.7% | $4,139-23.7% |
| Admin fee / account holder | $5,236 | $7,146-26.7% | $8,859-40.9% | $7,234-27.6% |