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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 | $52,533 | $91,559-42.6% | $133,978-60.8% | $79,856-34.2% |
| Participation rate | 63.0% | 73.3%-10.4pp | 79.8%-16.9pp | 69.6%-6.7pp |
| Annual return | 11.01% | 61.85%-50.8pp | 45.10%-34.1pp | 31.71%-20.7pp |
| Employer contribution / active EE | $1,297 | $2,384-45.6% | $3,919-66.9% | $2,471-47.5% |
| Participant deferral / active EE | $3,048 | $3,734-18.4% | $5,047-39.6% | $3,741-18.5% |
| Admin fee / account holder | $4,717 | $6,321-25.4% | $8,930-47.2% | $5,306-11.1% |