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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 | $63,167 | $87,132-27.5% | $105,624-40.2% | $80,959-22.0% |
| Participation rate | 58.4% | 70.4%-12.0pp | 75.3%-16.8pp | 67.7%-9.2pp |
| Annual return | 18.39% | 17.03%+1.4pp | 116.20%-97.8pp | 35.67%-17.3pp |
| Employer contribution / active EE | $1,022 | $2,397-57.3% | $3,168-67.7% | $2,757-62.9% |
| Participant deferral / active EE | $3,504 | $3,985-12.1% | $5,013-30.1% | $4,300-18.5% |
| Admin fee / account holder | $4,363 | $8,449-48.4% | $10,961-60.2% | $6,925-37.0% |