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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 | $76,016 | $115,903-34.4% | $100,528-24.4% | $158,966-52.2% |
| Participation rate | 60.0% | 81.6%-21.6pp | 79.4%-19.4pp | 82.0%-22.0pp |
| Annual return | 13.68% | 34.80%-21.1pp | 30.90%-17.2pp | 302.95%-289.3pp |
| Employer contribution / active EE | $1,159 | $4,105-71.8% | $3,419-66.1% | $4,762-75.7% |
| Participant deferral / active EE | $1,981 | $6,677-70.3% | $6,271-68.4% | $5,983-66.9% |
| Admin fee / account holder | $13,058 | $11,000+18.7% | $8,084+61.5% | $11,250+16.1% |