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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 | $67,219 | $52,279+28.6% | $89,414-24.8% | $79,852-15.8% |
| Participation rate | 48.4% | 57.5%-9.1pp | 68.0%-19.5pp | 69.6%-21.2pp |
| Annual return | 14.62% | 22.16%-7.5pp | 245.50%-230.9pp | 31.72%-17.1pp |
| Employer contribution / active EE | $801 | $1,572-49.1% | $2,586-69.0% | $2,471-67.6% |
| Participant deferral / active EE | $2,446 | $2,740-10.7% | $3,890-37.1% | $3,740-34.6% |
| Admin fee / account holder | $5,661 | $3,356+68.7% | $4,883+15.9% | $5,306+6.7% |