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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 | $50,586 | $88,672-43.0% | $105,223-51.9% | $82,448-38.6% |
| Participation rate | 64.3% | 67.9%-3.6pp | 75.0%-10.8pp | 68.1%-3.8pp |
| Annual return | 16.78% | 30.86%-14.1pp | 180.65%-163.9pp | 41.64%-24.9pp |
| Employer contribution / active EE | $2,112 | $3,048-30.7% | $3,689-42.7% | $2,551-17.2% |
| Participant deferral / active EE | $3,181 | $4,036-21.2% | $5,072-37.3% | $4,139-23.2% |
| Admin fee / account holder | $1,469 | $7,146-79.4% | $8,859-83.4% | $7,234-79.7% |