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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 | $72,621 | $78,425-7.4% | $95,956-24.3% | $79,858-9.1% |
| Participation rate | 52.0% | 73.5%-21.5pp | 77.1%-25.1pp | 69.6%-17.6pp |
| Annual return | 10.62% | 19.37%-8.8pp | 91.63%-81.0pp | 31.72%-21.1pp |
| Employer contribution / active EE | $1,303 | $1,945-33.0% | $2,541-48.7% | $2,471-47.3% |
| Participant deferral / active EE | $2,738 | $3,440-20.4% | $4,167-34.3% | $3,740-26.8% |
| Admin fee / account holder | $691 | $5,622-87.7% | $6,797-89.8% | $5,306-87.0% |