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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 | $64,851 | $89,370-27.4% | $141,197-54.1% | $72,976-11.1% |
| Participation rate | 53.8% | 75.1%-21.3pp | 82.5%-28.6pp | 69.5%-15.6pp |
| Annual return | 24.45% | 111.88%-87.4pp | 71.41%-47.0pp | 81.02%-56.6pp |
| Employer contribution / active EE | $1,887 | $3,115-39.4% | $4,736-60.2% | $2,440-22.7% |
| Participant deferral / active EE | $3,255 | $5,419-39.9% | $6,710-51.5% | $3,608-9.8% |
| Admin fee / account holder | $628 | $5,957-89.5% | $10,265-93.9% | $5,124-87.7% |