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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 | $70,343 | $85,024-17.3% | $70,544-0.3% | $139,466-49.6% |
| Participation rate | 45.5% | 73.9%-28.5pp | 68.4%-22.9pp | 80.3%-34.9pp |
| Annual return | 18.14% | 30.39%-12.3pp | 32.79%-14.7pp | 373.66%-355.5pp |
| Employer contribution / active EE | $1,317 | $3,912-66.3% | $2,976-55.7% | $4,754-72.3% |
| Participant deferral / active EE | $2,467 | $5,891-58.1% | $4,568-46.0% | $6,712-63.2% |
| Admin fee / account holder | $590 | $8,928-93.4% | $6,427-90.8% | $11,409-94.8% |