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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 | $96,731-27.7% | $123,973-43.6% | $86,983-19.6% |
| Participation rate | 53.1% | 70.0%-16.9pp | 76.7%-23.5pp | 69.5%-16.4pp |
| Annual return | 18.79% | 17.33%+1.5pp | 388.13%-369.3pp | 25.83%-7.0pp |
| Employer contribution / active EE | $1,569 | $3,297-52.4% | $4,126-62.0% | $2,584-39.3% |
| Participant deferral / active EE | $2,745 | $4,152-33.9% | $5,247-47.7% | $4,194-34.5% |
| Admin fee / account holder | $735 | $8,722-91.6% | $11,799-93.8% | $7,856-90.6% |