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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 | $64,947 | $86,294-24.7% | $111,303-41.6% | $85,856-24.4% |
| Participation rate | 66.2% | 73.3%-7.1pp | 77.3%-11.1pp | 69.3%-3.1pp |
| Annual return | 19.00% | 19.99%-1.0pp | 54.66%-35.7pp | 318.58%-299.6pp |
| Employer contribution / active EE | $1,262 | $2,043-38.3% | $2,731-53.8% | $2,565-50.8% |
| Participant deferral / active EE | $2,657 | $3,641-27.0% | $4,487-40.8% | $3,952-32.8% |
| Admin fee / account holder | $1,807 | $8,189-77.9% | $7,966-77.3% | $6,261-71.1% |