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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 | $60,578 | $162,821-62.8% | $133,978-54.8% | $158,982-61.9% |
| Participation rate | 68.8% | 83.2%-14.5pp | 79.8%-11.1pp | 82.0%-13.2pp |
| Annual return | 18.04% | 41.95%-23.9pp | 45.10%-27.1pp | 302.99%-285.0pp |
| Employer contribution / active EE | $1,944 | $4,976-60.9% | $3,919-50.4% | $4,763-59.2% |
| Participant deferral / active EE | $3,903 | $5,910-34.0% | $5,047-22.7% | $5,983-34.8% |
| Admin fee / account holder | $1,209 | $11,742-89.7% | $8,930-86.5% | $11,252-89.3% |