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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 | $59,235 | $98,766-40.0% | $149,730-60.4% | $79,852-25.8% |
| Participation rate | 67.2% | 75.8%-8.6pp | 82.5%-15.3pp | 69.6%-2.4pp |
| Annual return | 15.57% | 27.43%-11.9pp | 276.70%-261.1pp | 31.72%-16.2pp |
| Employer contribution / active EE | $1,998 | $3,217-37.9% | $4,645-57.0% | $2,471-19.2% |
| Participant deferral / active EE | $4,163 | $5,681-26.7% | $6,843-39.2% | $3,740+11.3% |
| Admin fee / account holder | $362 | $6,052-94.0% | $9,310-96.1% | $5,306-93.2% |