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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 | $62,794 | $77,908-19.4% | $149,696-58.1% | $75,173-16.5% |
| Participation rate | 50.0% | 65.6%-15.6pp | 78.8%-28.8pp | 67.2%-17.2pp |
| Annual return | 20.97% | 31.73%-10.8pp | 134.46%-113.5pp | 160.72%-139.7pp |
| Employer contribution / active EE | $1,736 | $3,138-44.7% | $4,821-64.0% | $2,671-35.0% |
| Participant deferral / active EE | $4,495 | $3,411+31.8% | $5,682-20.9% | $4,126+8.9% |
| Admin fee / account holder | $7,374 | $5,950+23.9% | $13,212-44.2% | $5,651+30.5% |