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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 | $76,322 | $117,829-35.2% | $102,423-25.5% | $145,877-47.7% |
| Participation rate | 56.5% | 78.6%-22.1pp | 76.5%-20.0pp | 80.3%-23.8pp |
| Annual return | 17.13% | 31.83%-14.7pp | 29.42%-12.3pp | 551.28%-534.2pp |
| Employer contribution / active EE | $1,722 | $3,615-52.3% | $3,023-43.0% | $4,663-63.1% |
| Participant deferral / active EE | $2,473 | $5,732-56.9% | $5,054-51.1% | $6,691-63.0% |
| Admin fee / account holder | $557 | $13,335-95.8% | $9,455-94.1% | $13,402-95.8% |