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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 | $67,066 | $93,345-28.2% | $119,126-43.7% | $87,485-23.3% |
| Participation rate | 51.4% | 68.7%-17.3pp | 75.8%-24.3pp | 68.9%-17.5pp |
| Annual return | 16.29% | 19.08%-2.8pp | 282.11%-265.8pp | 26.06%-9.8pp |
| Employer contribution / active EE | $1,803 | $3,172-43.1% | $4,034-55.3% | $2,596-30.5% |
| Participant deferral / active EE | $4,009 | $4,099-2.2% | $5,318-24.6% | $4,274-6.2% |
| Admin fee / account holder | $1,964 | $8,039-75.6% | $10,693-81.6% | $7,775-74.7% |