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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 | $72,567 | $98,776-26.5% | $149,745-51.5% | $79,856-9.1% |
| Participation rate | 52.5% | 75.8%-23.2pp | 82.5%-29.9pp | 69.6%-17.1pp |
| Annual return | 22.06% | 27.38%-5.3pp | 276.72%-254.7pp | 31.71%-9.7pp |
| Employer contribution / active EE | $1,011 | $3,217-68.6% | $4,646-78.2% | $2,471-59.1% |
| Participant deferral / active EE | $3,075 | $5,681-45.9% | $6,843-55.1% | $3,741-17.8% |
| Admin fee / account holder | $1,377 | $6,053-77.2% | $9,312-85.2% | $5,306-74.0% |