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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 | $53,906 | $77,638-30.6% | $156,551-65.6% | $62,881-14.3% |
| Participation rate | 59.5% | 71.2%-11.7pp | 84.0%-24.5pp | 69.3%-9.8pp |
| Annual return | 6.23% | 50.33%-44.1pp | 32.23%-26.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,003 | $3,444-70.9% | $5,501-81.8% | $2,281-56.0% |
| Participant deferral / active EE | $1,707 | $3,046-44.0% | $4,871-65.0% | $3,203-46.7% |
| Admin fee / account holder | $384 | $5,561-93.1% | $13,028-97.1% | $4,296-91.1% |