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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 | $88,672-28.4% | $105,223-39.7% | $82,448-23.0% |
| Participation rate | 65.0% | 67.9%-2.9pp | 75.0%-10.0pp | 68.1%-3.1pp |
| Annual return | 14.11% | 30.86%-16.7pp | 180.65%-166.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,630 | $3,048-46.5% | $3,689-55.8% | $2,551-36.1% |
| Participant deferral / active EE | $3,054 | $4,036-24.3% | $5,072-39.8% | $4,139-26.2% |
| Admin fee / account holder | $1,523 | $7,146-78.7% | $8,859-82.8% | $7,234-78.9% |