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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 | $46,650 | $102,938-54.7% | $94,105-50.4% | $138,895-66.4% |
| Participation rate | 66.7% | 74.6%-8.0pp | 71.9%-5.3pp | 79.9%-13.3pp |
| Annual return | 24.64% | 250.28%-225.6pp | 204.55%-179.9pp | 145.39%-120.8pp |
| Employer contribution / active EE | $1,397 | $2,732-48.9% | $2,504-44.2% | $4,194-66.7% |
| Participant deferral / active EE | $8,166 | $4,196+94.6% | $3,881+110.4% | $6,396+27.7% |
| Admin fee / account holder | $2,225 | $6,600-66.3% | $6,199-64.1% | $12,562-82.3% |