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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 | $45,169 | $78,707-42.6% | $117,861-61.7% | $70,126-35.6% |
| Participation rate | 59.6% | 73.2%-13.6pp | 79.7%-20.0pp | 69.5%-9.9pp |
| Annual return | 15.47% | 23.30%-7.8pp | 335.11%-319.6pp | 73.15%-57.7pp |
| Employer contribution / active EE | $974 | $2,223-56.2% | $3,786-74.3% | $2,343-58.4% |
| Participant deferral / active EE | $2,571 | $3,297-22.0% | $4,482-42.6% | $3,332-22.8% |
| Admin fee / account holder | $1,160 | $5,066-77.1% | $8,021-85.5% | $4,645-75.0% |