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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 | $117,859-42.9% | $102,438-34.3% | $145,959-53.9% |
| Participation rate | 45.5% | 78.6%-33.1pp | 76.5%-31.0pp | 80.3%-34.8pp |
| Annual return | 14.05% | 31.72%-17.7pp | 29.37%-15.3pp | 561.95%-547.9pp |
| Employer contribution / active EE | $1,459 | $3,615-59.7% | $3,024-51.8% | $4,661-68.7% |
| Participant deferral / active EE | $1,999 | $5,732-65.1% | $5,054-60.4% | $6,689-70.1% |
| Admin fee / account holder | $581 | $13,318-95.6% | $9,448-93.9% | $13,398-95.7% |