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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 | $57,680 | $78,423-26.4% | $95,964-39.9% | $79,856-27.8% |
| Participation rate | 62.5% | 73.5%-11.0pp | 77.1%-14.6pp | 69.6%-7.1pp |
| Annual return | 21.97% | 19.37%+2.6pp | 91.64%-69.7pp | 31.71%-9.7pp |
| Employer contribution / active EE | $1,374 | $1,945-29.4% | $2,541-45.9% | $2,471-44.4% |
| Participant deferral / active EE | $2,581 | $3,440-25.0% | $4,167-38.0% | $3,741-31.0% |
| Admin fee / account holder | $2,111 | $5,622-62.5% | $6,797-68.9% | $5,306-60.2% |