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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 | $67,403 | $91,559-26.4% | $133,959-49.7% | $79,858-15.6% |
| Participation rate | 54.4% | 73.3%-19.0pp | 79.8%-25.5pp | 69.6%-15.2pp |
| Annual return | 10.52% | 61.85%-51.3pp | 45.09%-34.6pp | 31.72%-21.2pp |
| Employer contribution / active EE | $1,274 | $2,384-46.6% | $3,919-67.5% | $2,471-48.5% |
| Participant deferral / active EE | $1,929 | $3,734-48.3% | $5,047-61.8% | $3,740-48.4% |
| Admin fee / account holder | $5,628 | $6,321-11.0% | $8,928-37.0% | $5,306+6.1% |