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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 | $45,498 | $83,337-45.4% | $67,834-32.9% | $273,972-83.4% |
| Participation rate | 66.7% | 76.4%-9.8pp | 68.8%-2.1pp | 83.0%-16.3pp |
| Annual return | 5.33% | 259.45%-254.1pp | 138.47%-133.1pp | 41.46%-36.1pp |
| Employer contribution / active EE | $1,294 | $3,287-60.6% | $2,403-46.2% | $4,869-73.4% |
| Participant deferral / active EE | $1,832 | $4,088-55.2% | $3,160-42.0% | $5,287-65.4% |
| Admin fee / account holder | $381 | $6,752-94.4% | $4,622-91.8% | $10,133-96.2% |