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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 | $96,731-47.9% | $123,973-59.3% | $86,983-42.0% |
| Participation rate | 61.5% | 70.0%-8.5pp | 76.7%-15.1pp | 69.5%-8.0pp |
| Annual return | 13.49% | 17.33%-3.8pp | 388.13%-374.6pp | 25.83%-12.3pp |
| Employer contribution / active EE | $1,310 | $3,297-60.3% | $4,126-68.3% | $2,584-49.3% |
| Participant deferral / active EE | $2,138 | $4,152-48.5% | $5,247-59.3% | $4,194-49.0% |
| Admin fee / account holder | $889 | $8,722-89.8% | $11,799-92.5% | $7,856-88.7% |