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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 | $48,894 | $93,345-47.6% | $119,126-59.0% | $87,485-44.1% |
| Participation rate | 65.6% | 68.7%-3.1pp | 75.8%-10.2pp | 68.9%-3.3pp |
| Annual return | 16.41% | 19.08%-2.7pp | 282.11%-265.7pp | 26.06%-9.6pp |
| Employer contribution / active EE | $2,156 | $3,172-32.0% | $4,034-46.5% | $2,596-17.0% |
| Participant deferral / active EE | $4,169 | $4,099+1.7% | $5,318-21.6% | $4,274-2.5% |
| Admin fee / account holder | $1,487 | $8,039-81.5% | $10,693-86.1% | $7,775-80.9% |