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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 | $40,847 | $89,259-54.2% | $107,187-61.9% | $82,637-50.6% |
| Participation rate | 65.1% | 67.9%-2.8pp | 75.0%-9.9pp | 68.1%-2.9pp |
| Annual return | 15.74% | 21.02%-5.3pp | 204.55%-188.8pp | 53.51%-37.8pp |
| Employer contribution / active EE | $1,204 | $3,080-60.9% | $3,782-68.2% | $2,552-52.8% |
| Participant deferral / active EE | $2,407 | $4,037-40.4% | $5,096-52.8% | $4,126-41.7% |
| Admin fee / account holder | $562 | $7,381-92.4% | $9,162-93.9% | $7,339-92.3% |