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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 | $107,079-53.9% | $151,266-67.4% | $87,485-43.6% |
| Participation rate | 67.9% | 71.1%-3.2pp | 77.0%-9.1pp | 68.9%-1.1pp |
| Annual return | 16.88% | 22.17%-5.3pp | 180.60%-163.7pp | 26.06%-9.2pp |
| Employer contribution / active EE | $1,320 | $3,174-58.4% | $4,237-68.8% | $2,596-49.2% |
| Participant deferral / active EE | $3,309 | $5,789-42.8% | $7,337-54.9% | $4,274-22.6% |
| Admin fee / account holder | $1,803 | $8,059-77.6% | $13,159-86.3% | $7,775-76.8% |