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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 | $69,928 | $89,259-21.7% | $107,187-34.8% | $82,637-15.4% |
| Participation rate | 53.1% | 67.9%-14.8pp | 75.0%-21.9pp | 68.1%-14.9pp |
| Annual return | 18.79% | 21.02%-2.2pp | 204.55%-185.8pp | 53.51%-34.7pp |
| Employer contribution / active EE | $1,569 | $3,080-49.1% | $3,782-58.5% | $2,552-38.5% |
| Participant deferral / active EE | $2,745 | $4,037-32.0% | $5,096-46.1% | $4,126-33.5% |
| Admin fee / account holder | $735 | $7,381-90.0% | $9,162-92.0% | $7,339-90.0% |