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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 | $67,590 | $91,559-26.2% | $133,959-49.5% | $79,858-15.4% |
| Participation rate | 66.2% | 73.3%-7.2pp | 79.8%-13.7pp | 69.6%-3.5pp |
| Annual return | 17.41% | 61.85%-44.4pp | 45.09%-27.7pp | 31.72%-14.3pp |
| Employer contribution / active EE | $1,437 | $2,384-39.7% | $3,919-63.3% | $2,471-41.9% |
| Participant deferral / active EE | $2,723 | $3,734-27.1% | $5,047-46.0% | $3,740-27.2% |
| Admin fee / account holder | $1,307 | $6,321-79.3% | $8,928-85.4% | $5,306-75.4% |