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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 | $64,152 | $106,524-39.8% | $152,301-57.9% | $87,485-26.7% |
| Participation rate | 63.2% | 75.8%-12.6pp | 82.4%-19.3pp | 68.9%-5.8pp |
| Annual return | 14.81% | 26.89%-12.1pp | 80.50%-65.7pp | 26.06%-11.3pp |
| Employer contribution / active EE | $1,897 | $3,371-43.7% | $4,624-59.0% | $2,596-26.9% |
| Participant deferral / active EE | $3,447 | $6,525-47.2% | $8,004-56.9% | $4,274-19.3% |
| Admin fee / account holder | $968 | $8,287-88.3% | $14,398-93.3% | $7,775-87.6% |