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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 | $41,308 | $86,288-52.1% | $111,306-62.9% | $85,851-51.9% |
| Participation rate | 67.7% | 73.3%-5.6pp | 77.3%-9.6pp | 69.3%-1.6pp |
| Annual return | 14.06% | 19.99%-5.9pp | 54.67%-40.6pp | 318.63%-304.6pp |
| Employer contribution / active EE | $1,513 | $2,044-26.0% | $2,732-44.6% | $2,565-41.0% |
| Participant deferral / active EE | $2,970 | $3,641-18.4% | $4,488-33.8% | $3,952-24.9% |
| Admin fee / account holder | $10,058 | $8,189+22.8% | $7,966+26.3% | $6,261+60.7% |