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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 | $57,512 | $108,882-47.2% | $96,754-40.6% | $154,746-62.8% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 17.59% | 98.39%-80.8pp | 82.04%-64.4pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,781 | $3,018-41.0% | $2,679-33.5% | $4,379-59.3% |
| Participant deferral / active EE | $2,860 | $5,323-46.3% | $4,758-39.9% | $6,730-57.5% |
| Admin fee / account holder | $3,513 | $10,200-65.6% | $8,905-60.5% | $14,365-75.5% |