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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 | $46,619 | $98,776-52.8% | $149,745-68.9% | $79,856-41.6% |
| Participation rate | 64.7% | 75.8%-11.1pp | 82.5%-17.8pp | 69.6%-4.9pp |
| Annual return | 13.21% | 27.38%-14.2pp | 276.72%-263.5pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,978 | $3,217-38.5% | $4,646-57.4% | $2,471-19.9% |
| Participant deferral / active EE | $2,718 | $5,681-52.2% | $6,843-60.3% | $3,741-27.3% |
| Admin fee / account holder | $415 | $6,053-93.1% | $9,312-95.5% | $5,306-92.2% |