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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 | $49,210 | $124,346-60.4% | $111,308-55.8% | $167,536-70.6% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.7pp | 82.1%-15.4pp |
| Annual return | 16.24% | 37.45%-21.2pp | 54.67%-38.4pp | 478.82%-462.6pp |
| Employer contribution / active EE | $978 | $3,437-71.6% | $2,732-64.2% | $4,839-79.8% |
| Participant deferral / active EE | $2,003 | $5,182-61.3% | $4,487-55.4% | $6,342-68.4% |
| Admin fee / account holder | $5,816 | $10,621-45.2% | $7,965-27.0% | $12,315-52.8% |