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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 | $52,637 | $78,707-33.1% | $117,861-55.3% | $70,126-24.9% |
| Participation rate | 64.3% | 73.2%-8.9pp | 79.7%-15.4pp | 69.5%-5.3pp |
| Annual return | 17.55% | 23.30%-5.7pp | 335.11%-317.6pp | 73.15%-55.6pp |
| Employer contribution / active EE | $1,107 | $2,223-50.2% | $3,786-70.8% | $2,343-52.7% |
| Participant deferral / active EE | $2,458 | $3,297-25.5% | $4,482-45.2% | $3,332-26.2% |
| Admin fee / account holder | $3,010 | $5,066-40.6% | $8,021-62.5% | $4,645-35.2% |