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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 | $68,217 | $98,766-30.9% | $149,730-54.4% | $79,852-14.6% |
| Participation rate | 55.8% | 75.8%-20.0pp | 82.5%-26.7pp | 69.6%-13.8pp |
| Annual return | 16.65% | 27.43%-10.8pp | 276.70%-260.0pp | 31.72%-15.1pp |
| Employer contribution / active EE | $1,658 | $3,217-48.4% | $4,645-64.3% | $2,471-32.9% |
| Participant deferral / active EE | $2,795 | $5,681-50.8% | $6,843-59.1% | $3,740-25.3% |
| Admin fee / account holder | $3,347 | $6,052-44.7% | $9,310-64.1% | $5,306-36.9% |