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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 | $53,676 | $78,705-31.8% | $117,860-54.5% | $70,124-23.5% |
| Participation rate | 67.6% | 73.2%-5.6pp | 79.7%-12.1pp | 69.5%-2.0pp |
| Annual return | 16.43% | 23.30%-6.9pp | 335.10%-318.7pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,299 | $2,223-41.6% | $3,786-65.7% | $2,342-44.6% |
| Participant deferral / active EE | $2,643 | $3,297-19.8% | $4,482-41.0% | $3,332-20.7% |
| Admin fee / account holder | $334 | $5,065-93.4% | $8,021-95.8% | $4,645-92.8% |