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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 | $66,479 | $95,601-30.5% | $77,183-13.9% | $139,456-52.3% |
| Participation rate | 58.3% | 74.0%-15.6pp | 69.6%-11.2pp | 80.3%-22.0pp |
| Annual return | 19.18% | 54.96%-35.8pp | 37.89%-18.7pp | 373.45%-354.3pp |
| Employer contribution / active EE | $1,466 | $3,145-53.4% | $2,534-42.2% | $4,753-69.2% |
| Participant deferral / active EE | $3,749 | $4,623-18.9% | $3,833-2.2% | $6,711-44.1% |
| Admin fee / account holder | $2,686 | $8,302-67.6% | $5,475-50.9% | $11,407-76.5% |