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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 | $82,421 | $182,442-54.8% | $163,379-49.6% | $138,895-40.7% |
| Participation rate | 58.8% | 79.8%-21.0pp | 76.8%-18.0pp | 79.9%-21.1pp |
| Annual return | 13.56% | 72.74%-59.2pp | 63.41%-49.9pp | 145.39%-131.8pp |
| Employer contribution / active EE | $2,278 | $4,159-45.2% | $3,752-39.3% | $4,194-45.7% |
| Participant deferral / active EE | $3,395 | $6,817-50.2% | $6,282-46.0% | $6,396-46.9% |
| Admin fee / account holder | $370 | $10,396-96.4% | $9,818-96.2% | $12,562-97.1% |