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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 | $59,001 | $88,672-33.5% | $105,223-43.9% | $82,448-28.4% |
| Participation rate | 58.5% | 67.9%-9.4pp | 75.0%-16.5pp | 68.1%-9.5pp |
| Annual return | 21.69% | 30.86%-9.2pp | 180.65%-159.0pp | 41.64%-19.9pp |
| Employer contribution / active EE | $1,892 | $3,048-37.9% | $3,689-48.7% | $2,551-25.8% |
| Participant deferral / active EE | $3,598 | $4,036-10.9% | $5,072-29.1% | $4,139-13.1% |
| Admin fee / account holder | $4,781 | $7,146-33.1% | $8,859-46.0% | $7,234-33.9% |