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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 | $61,510 | $65,364-5.9% | $92,909-33.8% | $72,975-15.7% |
| Participation rate | 50.7% | 68.3%-17.6pp | 76.0%-25.3pp | 69.5%-18.7pp |
| Annual return | 17.01% | 42.11%-25.1pp | 109.44%-92.4pp | 81.01%-64.0pp |
| Employer contribution / active EE | $1,317 | $2,594-49.2% | $3,653-63.9% | $2,440-46.0% |
| Participant deferral / active EE | $2,586 | $3,128-17.3% | $4,238-39.0% | $3,608-28.3% |
| Admin fee / account holder | $566 | $4,251-86.7% | $5,795-90.2% | $5,124-89.0% |