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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 | $59,764 | $124,330-51.9% | $109,173-45.3% | $167,536-64.3% |
| Participation rate | 69.2% | 79.5%-10.2pp | 75.9%-6.6pp | 82.1%-12.9pp |
| Annual return | 11.30% | 26.04%-14.7pp | 25.75%-14.5pp | 478.82%-467.5pp |
| Employer contribution / active EE | $1,474 | $4,209-65.0% | $3,723-60.4% | $4,839-69.5% |
| Participant deferral / active EE | $4,978 | $5,256-5.3% | $4,654+7.0% | $6,342-21.5% |
| Admin fee / account holder | $1,494 | $7,974-81.3% | $6,755-77.9% | $12,315-87.9% |