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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 | $49,317 | $98,652-50.0% | $142,942-65.5% | $82,448-40.2% |
| Participation rate | 67.9% | 72.8%-4.9pp | 76.8%-9.0pp | 68.1%-0.2pp |
| Annual return | 16.88% | 22.65%-5.8pp | 113.70%-96.8pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,320 | $3,211-58.9% | $4,139-68.1% | $2,551-48.3% |
| Participant deferral / active EE | $3,309 | $5,580-40.7% | $7,128-53.6% | $4,139-20.1% |
| Admin fee / account holder | $1,803 | $8,078-77.7% | $12,475-85.5% | $7,234-75.1% |