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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 | $53,244 | $80,983-34.3% | $96,544-44.8% | $75,177-29.2% |
| Participation rate | 64.4% | 71.8%-7.4pp | 76.0%-11.6pp | 67.2%-2.8pp |
| Annual return | 17.41% | 27.05%-9.6pp | 25.88%-8.5pp | 160.75%-143.3pp |
| Employer contribution / active EE | $1,458 | $2,282-36.1% | $2,966-50.9% | $2,671-45.4% |
| Participant deferral / active EE | $3,211 | $3,929-18.3% | $4,851-33.8% | $4,126-22.2% |
| Admin fee / account holder | $11,264 | $6,717+67.7% | $8,254+36.5% | $5,651+99.3% |