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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 | $69,243 | $98,766-29.9% | $149,730-53.8% | $79,852-13.3% |
| Participation rate | 57.7% | 75.8%-18.1pp | 82.5%-24.8pp | 69.6%-11.9pp |
| Annual return | 17.97% | 27.43%-9.5pp | 276.70%-258.7pp | 31.72%-13.8pp |
| Employer contribution / active EE | $1,384 | $3,217-57.0% | $4,645-70.2% | $2,471-44.0% |
| Participant deferral / active EE | $3,981 | $5,681-29.9% | $6,843-41.8% | $3,740+6.4% |
| Admin fee / account holder | $1,806 | $6,052-70.2% | $9,310-80.6% | $5,306-66.0% |