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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 | $57,538 | $98,766-41.7% | $149,730-61.6% | $79,852-27.9% |
| Participation rate | 69.8% | 75.8%-6.0pp | 82.5%-12.7pp | 69.6%+0.1pp |
| Annual return | 17.52% | 27.43%-9.9pp | 276.70%-259.2pp | 31.72%-14.2pp |
| Employer contribution / active EE | $1,747 | $3,217-45.7% | $4,645-62.4% | $2,471-29.3% |
| Participant deferral / active EE | $5,042 | $5,681-11.2% | $6,843-26.3% | $3,740+34.8% |
| Admin fee / account holder | $2,217 | $6,052-63.4% | $9,310-76.2% | $5,306-58.2% |