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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 | $59,311 | $108,285-45.2% | $77,552-23.5% | $158,982-62.7% |
| Participation rate | 36.8% | 64.4%-27.6pp | 54.2%-17.3pp | 82.0%-45.1pp |
| Annual return | 21.80% | 31.69%-9.9pp | 54.82%-33.0pp | 302.99%-281.2pp |
| Employer contribution / active EE | $501 | $1,325-62.2% | $987-49.3% | $4,763-89.5% |
| Participant deferral / active EE | $761 | $2,455-69.0% | $1,861-59.1% | $5,983-87.3% |
| Admin fee / account holder | $2,946 | $3,709-20.6% | $2,859+3.0% | $11,252-73.8% |