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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 | $70,960 | $91,179-22.2% | $178,499-60.2% | $79,852-11.1% |
| Participation rate | 53.3% | 69.2%-15.9pp | 81.9%-28.6pp | 69.6%-16.3pp |
| Annual return | 21.43% | 24.19%-2.8pp | 151.10%-129.7pp | 31.72%-10.3pp |
| Employer contribution / active EE | $1,683 | $3,256-48.3% | $5,011-66.4% | $2,471-31.9% |
| Participant deferral / active EE | $2,744 | $3,236-15.2% | $5,202-47.2% | $3,740-26.6% |
| Admin fee / account holder | $920 | $6,749-86.4% | $13,986-93.4% | $5,306-82.7% |