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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 | $51,204 | $86,288-40.7% | $111,306-54.0% | $85,851-40.4% |
| Participation rate | 68.4% | 73.3%-4.9pp | 77.3%-8.9pp | 69.3%-0.9pp |
| Annual return | 21.67% | 19.99%+1.7pp | 54.67%-33.0pp | 318.63%-297.0pp |
| Employer contribution / active EE | $1,650 | $2,044-19.3% | $2,732-39.6% | $2,565-35.7% |
| Participant deferral / active EE | $2,776 | $3,641-23.7% | $4,488-38.1% | $3,952-29.8% |
| Admin fee / account holder | $1,195 | $8,189-85.4% | $7,966-85.0% | $6,261-80.9% |