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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 | $52,068 | $58,828-11.5% | $78,002-33.2% | $62,881-17.2% |
| Participation rate | 66.3% | 71.1%-4.8pp | 75.5%-9.3pp | 69.3%-3.1pp |
| Annual return | 7.54% | 17.16%-9.6pp | 425.99%-418.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $863 | $1,672-48.4% | $2,470-65.1% | $2,281-62.2% |
| Participant deferral / active EE | $2,014 | $2,686-25.0% | $3,497-42.4% | $3,203-37.1% |
| Admin fee / account holder | $3,743 | $4,393-14.8% | $5,481-31.7% | $4,296-12.9% |