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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 | $63,470 | $96,731-34.4% | $123,973-48.8% | $86,983-27.0% |
| Participation rate | 65.0% | 70.0%-5.0pp | 76.7%-11.7pp | 69.5%-4.5pp |
| Annual return | 14.11% | 17.33%-3.2pp | 388.13%-374.0pp | 25.83%-11.7pp |
| Employer contribution / active EE | $1,630 | $3,297-50.6% | $4,126-60.5% | $2,584-36.9% |
| Participant deferral / active EE | $3,054 | $4,152-26.4% | $5,247-41.8% | $4,194-27.2% |
| Admin fee / account holder | $1,523 | $8,722-82.5% | $11,799-87.1% | $7,856-80.6% |