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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 | $56,233 | $98,776-43.1% | $149,745-62.4% | $79,856-29.6% |
| Participation rate | 61.1% | 75.8%-14.7pp | 82.5%-21.4pp | 69.6%-8.5pp |
| Annual return | 18.86% | 27.38%-8.5pp | 276.72%-257.9pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,769 | $3,217-45.0% | $4,646-61.9% | $2,471-28.4% |
| Participant deferral / active EE | $4,289 | $5,681-24.5% | $6,843-37.3% | $3,741+14.7% |
| Admin fee / account holder | $2,609 | $6,053-56.9% | $9,312-72.0% | $5,306-50.8% |