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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 | $53,116 | $118,877-55.3% | $96,570-45.0% | $167,536-68.3% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.2pp | 82.1%-15.4pp |
| Annual return | 12.46% | 50.50%-38.0pp | 37.79%-25.3pp | 478.82%-466.4pp |
| Employer contribution / active EE | $1,057 | $3,121-66.1% | $2,357-55.2% | $4,839-78.2% |
| Participant deferral / active EE | $1,660 | $4,617-64.0% | $3,849-56.9% | $6,342-73.8% |
| Admin fee / account holder | $1,803 | $8,069-77.7% | $6,182-70.8% | $12,315-85.4% |