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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 | $50,667 | $86,288-41.3% | $111,306-54.5% | $85,851-41.0% |
| Participation rate | 42.9% | 73.3%-30.5pp | 77.3%-34.5pp | 69.3%-26.5pp |
| Annual return | 12.61% | 19.99%-7.4pp | 54.67%-42.1pp | 318.63%-306.0pp |
| Employer contribution / active EE | $1,621 | $2,044-20.7% | $2,732-40.7% | $2,565-36.8% |
| Participant deferral / active EE | $2,547 | $3,641-30.0% | $4,488-43.2% | $3,952-35.6% |
| Admin fee / account holder | $327 | $8,189-96.0% | $7,966-95.9% | $6,261-94.8% |