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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 | $68,550 | $91,086-24.7% | $203,872-66.4% | $86,983-21.2% |
| Participation rate | 43.1% | 65.8%-22.7pp | 77.8%-34.7pp | 69.5%-26.4pp |
| Annual return | 17.57% | 22.30%-4.7pp | 85.11%-67.5pp | 25.83%-8.3pp |
| Employer contribution / active EE | $1,323 | $2,063-35.9% | $3,757-64.8% | $2,584-48.8% |
| Participant deferral / active EE | $5,715 | $4,019+42.2% | $6,388-10.5% | $4,194+36.3% |
| Admin fee / account holder | $1,555 | $8,987-82.7% | $11,730-86.7% | $7,856-80.2% |