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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 | $46,753 | $98,760-52.7% | $149,715-68.8% | $79,858-41.5% |
| Participation rate | 65.4% | 75.8%-10.4pp | 82.5%-17.1pp | 69.6%-4.3pp |
| Annual return | 16.99% | 27.43%-10.4pp | 276.66%-259.7pp | 31.72%-14.7pp |
| Employer contribution / active EE | $2,074 | $3,217-35.5% | $4,645-55.4% | $2,471-16.1% |
| Participant deferral / active EE | $4,626 | $5,681-18.6% | $6,842-32.4% | $3,740+23.7% |
| Admin fee / account holder | $888 | $6,053-85.3% | $9,310-90.5% | $5,306-83.3% |