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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 | $57,565 | $117,846-51.2% | $102,434-43.8% | $145,884-60.5% |
| Participation rate | 65.0% | 78.6%-13.6pp | 76.5%-11.5pp | 80.3%-15.3pp |
| Annual return | 12.61% | 31.90%-19.3pp | 29.46%-16.8pp | 551.85%-539.2pp |
| Employer contribution / active EE | $1,767 | $3,615-51.1% | $3,023-41.5% | $4,662-62.1% |
| Participant deferral / active EE | $5,623 | $5,733-1.9% | $5,055+11.2% | $6,690-15.9% |
| Admin fee / account holder | $392 | $13,356-97.1% | $9,462-95.9% | $13,392-97.1% |