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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 | $45,281 | $88,672-48.9% | $105,223-57.0% | $82,448-45.1% |
| Participation rate | 66.7% | 67.9%-1.3pp | 75.0%-8.4pp | 68.1%-1.4pp |
| Annual return | 16.64% | 30.86%-14.2pp | 180.65%-164.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,694 | $3,048-44.4% | $3,689-54.1% | $2,551-33.6% |
| Participant deferral / active EE | $2,813 | $4,036-30.3% | $5,072-44.5% | $4,139-32.1% |
| Admin fee / account holder | $1,913 | $7,146-73.2% | $8,859-78.4% | $7,234-73.6% |