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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 | $60,090 | $86,294-30.4% | $111,303-46.0% | $85,856-30.0% |
| Participation rate | 56.8% | 73.3%-16.6pp | 77.3%-20.6pp | 69.3%-12.6pp |
| Annual return | 15.34% | 19.99%-4.6pp | 54.66%-39.3pp | 318.58%-303.2pp |
| Employer contribution / active EE | $1,058 | $2,043-48.2% | $2,731-61.3% | $2,565-58.7% |
| Participant deferral / active EE | $1,800 | $3,641-50.6% | $4,487-59.9% | $3,952-54.4% |
| Admin fee / account holder | $2,409 | $8,189-70.6% | $7,966-69.8% | $6,261-61.5% |