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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 | $67,407 | $88,672-24.0% | $105,223-35.9% | $82,448-18.2% |
| Participation rate | 54.3% | 67.9%-13.6pp | 75.0%-20.7pp | 68.1%-13.7pp |
| Annual return | 16.64% | 30.86%-14.2pp | 180.65%-164.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,026 | $3,048-66.3% | $3,689-72.2% | $2,551-59.8% |
| Participant deferral / active EE | $2,245 | $4,036-44.4% | $5,072-55.7% | $4,139-45.8% |
| Admin fee / account holder | $637 | $7,146-91.1% | $8,859-92.8% | $7,234-91.2% |