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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 | $44,184 | $91,179-51.5% | $178,499-75.2% | $79,852-44.7% |
| Participation rate | 67.4% | 69.2%-1.8pp | 81.9%-14.5pp | 69.6%-2.2pp |
| Annual return | 13.37% | 24.19%-10.8pp | 151.10%-137.7pp | 31.72%-18.4pp |
| Employer contribution / active EE | $2,185 | $3,256-32.9% | $5,011-56.4% | $2,471-11.6% |
| Participant deferral / active EE | $1,567 | $3,236-51.6% | $5,202-69.9% | $3,740-58.1% |
| Admin fee / account holder | $4,457 | $6,749-33.9% | $13,986-68.1% | $5,306-16.0% |