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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 | $62,348 | $88,672-29.7% | $105,223-40.7% | $82,448-24.4% |
| Participation rate | 34.3% | 67.9%-33.6pp | 75.0%-40.8pp | 68.1%-33.8pp |
| Annual return | 15.71% | 30.86%-15.1pp | 180.65%-164.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,078 | $3,048-64.6% | $3,689-70.8% | $2,551-57.8% |
| Participant deferral / active EE | $2,409 | $4,036-40.3% | $5,072-52.5% | $4,139-41.8% |
| Admin fee / account holder | $391 | $7,146-94.5% | $8,859-95.6% | $7,234-94.6% |