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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 | $51,297 | $89,259-42.5% | $107,187-52.1% | $82,637-37.9% |
| Participation rate | 65.4% | 67.9%-2.5pp | 75.0%-9.6pp | 68.1%-2.7pp |
| Annual return | 15.54% | 21.02%-5.5pp | 204.55%-189.0pp | 53.51%-38.0pp |
| Employer contribution / active EE | $1,879 | $3,080-39.0% | $3,782-50.3% | $2,552-26.4% |
| Participant deferral / active EE | $6,215 | $4,037+53.9% | $5,096+22.0% | $4,126+50.6% |
| Admin fee / account holder | $2,215 | $7,381-70.0% | $9,162-75.8% | $7,339-69.8% |