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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 | $57,379 | $65,027-11.8% | $90,970-36.9% | $79,852-28.1% |
| Participation rate | 33.3% | 61.6%-28.3pp | 69.0%-35.7pp | 69.6%-36.3pp |
| Annual return | 20.72% | 30.45%-9.7pp | 134.58%-113.9pp | 31.72%-11.0pp |
| Employer contribution / active EE | $1,108 | $1,247-11.2% | $2,122-47.8% | $2,471-55.2% |
| Participant deferral / active EE | $2,971 | $2,512+18.3% | $3,373-11.9% | $3,740-20.6% |
| Admin fee / account holder | $302 | $4,535-93.3% | $5,960-94.9% | $5,306-94.3% |