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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 | $61,425 | $77,638-20.9% | $156,551-60.8% | $62,881-2.3% |
| Participation rate | 35.5% | 71.2%-35.7pp | 84.0%-48.5pp | 69.3%-33.8pp |
| Annual return | 13.86% | 50.33%-36.5pp | 32.23%-18.4pp | 20.14%-6.3pp |
| Employer contribution / active EE | $1,172 | $3,444-66.0% | $5,501-78.7% | $2,281-48.6% |
| Participant deferral / active EE | $1,670 | $3,046-45.2% | $4,871-65.7% | $3,203-47.9% |
| Admin fee / account holder | $664 | $5,561-88.1% | $13,028-94.9% | $4,296-84.6% |