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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 | $67,237 | $83,369-19.3% | $105,223-36.1% | $67,986-1.1% |
| Participation rate | 51.5% | 56.3%-4.8pp | 75.0%-23.6pp | 57.2%-5.7pp |
| Annual return | 16.00% | 24.64%-8.6pp | 180.65%-164.6pp | 31.67%-15.7pp |
| Employer contribution / active EE | $1,501 | $2,541-40.9% | $3,689-59.3% | $2,019-25.6% |
| Participant deferral / active EE | $2,155 | $3,295-34.6% | $5,072-57.5% | $3,358-35.8% |
| Admin fee / account holder | $1,001 | $4,073-75.4% | $8,859-88.7% | $3,203-68.7% |