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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 | $68,114 | $98,760-31.0% | $149,715-54.5% | $79,858-14.7% |
| Participation rate | 65.5% | 75.8%-10.3pp | 82.5%-17.0pp | 69.6%-4.1pp |
| Annual return | 15.86% | 27.43%-11.6pp | 276.66%-260.8pp | 31.72%-15.9pp |
| Employer contribution / active EE | $1,701 | $3,217-47.1% | $4,645-63.4% | $2,471-31.1% |
| Participant deferral / active EE | $3,506 | $5,681-38.3% | $6,842-48.8% | $3,740-6.3% |
| Admin fee / account holder | $753 | $6,053-87.6% | $9,310-91.9% | $5,306-85.8% |