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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 | $40,552 | $91,167-55.5% | $178,498-77.3% | $79,858-49.2% |
| Participation rate | 66.7% | 69.2%-2.5pp | 81.9%-15.3pp | 69.6%-3.0pp |
| Annual return | 13.17% | 24.19%-11.0pp | 151.09%-137.9pp | 31.72%-18.5pp |
| Employer contribution / active EE | $1,030 | $3,255-68.4% | $5,011-79.5% | $2,471-58.3% |
| Participant deferral / active EE | $2,184 | $3,236-32.5% | $5,202-58.0% | $3,740-41.6% |
| Admin fee / account holder | $4,987 | $6,747-26.1% | $13,985-64.3% | $5,306-6.0% |