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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 | $51,275 | $96,731-47.0% | $123,973-58.6% | $86,983-41.1% |
| Participation rate | 62.7% | 70.0%-7.3pp | 76.7%-13.9pp | 69.5%-6.8pp |
| Annual return | 14.28% | 17.33%-3.0pp | 388.13%-373.8pp | 25.83%-11.5pp |
| Employer contribution / active EE | $1,078 | $3,297-67.3% | $4,126-73.9% | $2,584-58.3% |
| Participant deferral / active EE | $3,256 | $4,152-21.6% | $5,247-37.9% | $4,194-22.4% |
| Admin fee / account holder | $7,533 | $8,722-13.6% | $11,799-36.2% | $7,856-4.1% |