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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 | $51,265 | $77,920-34.2% | $149,723-65.8% | $75,177-31.8% |
| Participation rate | 59.5% | 65.6%-6.1pp | 78.8%-19.3pp | 67.2%-7.7pp |
| Annual return | 16.83% | 31.72%-14.9pp | 134.50%-117.7pp | 160.75%-143.9pp |
| Employer contribution / active EE | $1,592 | $3,138-49.3% | $4,821-67.0% | $2,671-40.4% |
| Participant deferral / active EE | $2,345 | $3,411-31.3% | $5,682-58.7% | $4,126-43.2% |
| Admin fee / account holder | $2,169 | $5,951-63.6% | $13,215-83.6% | $5,651-61.6% |