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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 | $66,941 | $106,864-37.4% | $147,318-54.6% | $82,637-19.0% |
| Participation rate | 30.3% | 75.5%-45.2pp | 82.1%-51.8pp | 68.1%-37.8pp |
| Annual return | 15.12% | 27.49%-12.4pp | 70.43%-55.3pp | 53.51%-38.4pp |
| Employer contribution / active EE | $1,006 | $3,417-70.6% | $4,593-78.1% | $2,552-60.6% |
| Participant deferral / active EE | $2,797 | $6,496-56.9% | $7,906-64.6% | $4,126-32.2% |
| Admin fee / account holder | $2,097 | $8,415-75.1% | $13,708-84.7% | $7,339-71.4% |