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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 | $57,120 | $105,200-45.7% | $159,474-64.2% | $85,847-33.5% |
| Participation rate | 63.3% | 75.8%-12.4pp | 82.8%-19.5pp | 69.3%-6.0pp |
| Annual return | 16.28% | 45.08%-28.8pp | 263.68%-247.4pp | 318.61%-302.3pp |
| Employer contribution / active EE | $1,714 | $3,319-48.4% | $4,831-64.5% | $2,565-33.2% |
| Participant deferral / active EE | $3,265 | $5,946-45.1% | $7,353-55.6% | $3,952-17.4% |
| Admin fee / account holder | $823 | $6,934-88.1% | $10,802-92.4% | $6,261-86.9% |