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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 | $117,846-42.9% | $102,434-34.3% | $145,884-53.9% |
| Participation rate | 45.5% | 78.6%-33.2pp | 76.5%-31.1pp | 80.3%-34.8pp |
| Annual return | 14.05% | 31.90%-17.8pp | 29.46%-15.4pp | 551.85%-537.8pp |
| Employer contribution / active EE | $1,459 | $3,615-59.6% | $3,023-51.8% | $4,662-68.7% |
| Participant deferral / active EE | $1,999 | $5,733-65.1% | $5,055-60.4% | $6,690-70.1% |
| Admin fee / account holder | $581 | $13,356-95.6% | $9,462-93.9% | $13,392-95.7% |