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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 | $51,711 | $88,672-41.7% | $105,223-50.9% | $82,448-37.3% |
| Participation rate | 65.9% | 67.9%-2.0pp | 75.0%-9.2pp | 68.1%-2.2pp |
| Annual return | 19.90% | 30.86%-11.0pp | 180.65%-160.8pp | 41.64%-21.7pp |
| Employer contribution / active EE | $1,854 | $3,048-39.2% | $3,689-49.7% | $2,551-27.3% |
| Participant deferral / active EE | $3,345 | $4,036-17.1% | $5,072-34.0% | $4,139-19.2% |
| Admin fee / account holder | $5,580 | $7,146-21.9% | $8,859-37.0% | $7,234-22.9% |