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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 | $50,420 | $89,259-43.5% | $107,187-53.0% | $82,637-39.0% |
| Participation rate | 61.5% | 67.9%-6.4pp | 75.0%-13.5pp | 68.1%-6.5pp |
| Annual return | 13.49% | 21.02%-7.5pp | 204.55%-191.1pp | 53.51%-40.0pp |
| Employer contribution / active EE | $1,310 | $3,080-57.5% | $3,782-65.4% | $2,552-48.7% |
| Participant deferral / active EE | $2,138 | $4,037-47.0% | $5,096-58.0% | $4,126-48.2% |
| Admin fee / account holder | $889 | $7,381-88.0% | $9,162-90.3% | $7,339-87.9% |