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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 | $64,782 | $88,672-26.9% | $105,223-38.4% | $82,448-21.4% |
| Participation rate | 55.6% | 67.9%-12.4pp | 75.0%-19.5pp | 68.1%-12.5pp |
| Annual return | 15.85% | 30.86%-15.0pp | 180.65%-164.8pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,422 | $3,048-53.3% | $3,689-61.4% | $2,551-44.2% |
| Participant deferral / active EE | $2,803 | $4,036-30.5% | $5,072-44.7% | $4,139-32.3% |
| Admin fee / account holder | $10,913 | $7,146+52.7% | $8,859+23.2% | $7,234+50.8% |