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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 | $58,543 | $77,908-24.9% | $149,696-60.9% | $75,173-22.1% |
| Participation rate | 63.9% | 65.6%-1.7pp | 78.8%-14.9pp | 67.2%-3.3pp |
| Annual return | 18.93% | 31.73%-12.8pp | 134.46%-115.5pp | 160.72%-141.8pp |
| Employer contribution / active EE | $1,450 | $3,138-53.8% | $4,821-69.9% | $2,671-45.7% |
| Participant deferral / active EE | $2,973 | $3,411-12.8% | $5,682-47.7% | $4,126-27.9% |
| Admin fee / account holder | $1,775 | $5,950-70.2% | $13,212-86.6% | $5,651-68.6% |