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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 | $62,681 | $88,672-29.3% | $105,223-40.4% | $82,448-24.0% |
| Participation rate | 60.0% | 67.9%-7.9pp | 75.0%-15.0pp | 68.1%-8.1pp |
| Annual return | 17.78% | 30.86%-13.1pp | 180.65%-162.9pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,389 | $3,048-54.4% | $3,689-62.3% | $2,551-45.6% |
| Participant deferral / active EE | $4,073 | $4,036+0.9% | $5,072-19.7% | $4,139-1.6% |
| Admin fee / account holder | $2,532 | $7,146-64.6% | $8,859-71.4% | $7,234-65.0% |