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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 | $52,454 | $89,364-41.3% | $141,177-62.8% | $72,983-28.1% |
| Participation rate | 65.9% | 75.1%-9.3pp | 82.5%-16.6pp | 69.5%-3.6pp |
| Annual return | 25.97% | 111.86%-85.9pp | 71.40%-45.4pp | 81.01%-55.0pp |
| Employer contribution / active EE | $1,786 | $3,115-42.7% | $4,736-62.3% | $2,440-26.8% |
| Participant deferral / active EE | $6,245 | $5,419+15.2% | $6,710-6.9% | $3,608+73.1% |
| Admin fee / account holder | $2,046 | $5,959-65.7% | $10,263-80.1% | $5,124-60.1% |