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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 | $67,310 | $117,895-42.9% | $102,460-34.3% | $145,897-53.9% |
| Participation rate | 45.5% | 78.6%-33.2pp | 76.5%-31.1pp | 80.3%-34.9pp |
| Annual return | 14.05% | 31.92%-17.9pp | 29.47%-15.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $1,459 | $3,619-59.7% | $3,025-51.8% | $4,663-68.7% |
| Participant deferral / active EE | $1,999 | $5,736-65.1% | $5,056-60.5% | $6,689-70.1% |
| Admin fee / account holder | $581 | $13,353-95.6% | $9,460-93.9% | $13,390-95.7% |