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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 | $51,815 | $98,766-47.5% | $149,730-65.4% | $79,852-35.1% |
| Participation rate | 61.5% | 75.8%-14.2pp | 82.5%-20.9pp | 69.6%-8.1pp |
| Annual return | 20.76% | 27.43%-6.7pp | 276.70%-255.9pp | 31.72%-11.0pp |
| Employer contribution / active EE | $2,979 | $3,217-7.4% | $4,645-35.9% | $2,471+20.5% |
| Participant deferral / active EE | $3,481 | $5,681-38.7% | $6,843-49.1% | $3,740-6.9% |
| Admin fee / account holder | $501 | $6,052-91.7% | $9,310-94.6% | $5,306-90.6% |