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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 | $57,706 | $98,760-41.6% | $149,715-61.5% | $79,858-27.7% |
| Participation rate | 67.9% | 75.8%-7.9pp | 82.5%-14.6pp | 69.6%-1.7pp |
| Annual return | 15.57% | 27.43%-11.9pp | 276.66%-261.1pp | 31.72%-16.2pp |
| Employer contribution / active EE | $1,034 | $3,217-67.9% | $4,645-77.7% | $2,471-58.2% |
| Participant deferral / active EE | $2,999 | $5,681-47.2% | $6,842-56.2% | $3,740-19.8% |
| Admin fee / account holder | $555 | $6,053-90.8% | $9,310-94.0% | $5,306-89.5% |