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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 | $68,817 | $99,875-31.1% | $146,866-53.1% | $86,983-20.9% |
| Participation rate | 55.6% | 75.8%-20.3pp | 82.5%-27.0pp | 69.5%-14.0pp |
| Annual return | 18.32% | 28.10%-9.8pp | 102.85%-84.5pp | 25.83%-7.5pp |
| Employer contribution / active EE | $1,722 | $3,224-46.6% | $4,425-61.1% | $2,584-33.4% |
| Participant deferral / active EE | $4,507 | $6,322-28.7% | $7,759-41.9% | $4,194+7.5% |
| Admin fee / account holder | $4,507 | $7,838-42.5% | $13,620-66.9% | $7,856-42.6% |