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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 | $57,736 | $110,379-47.7% | $102,412-43.6% | $145,884-60.4% |
| Participation rate | 61.5% | 77.9%-16.4pp | 74.5%-13.0pp | 80.3%-18.8pp |
| Annual return | 11.82% | 24.84%-13.0pp | 24.94%-13.1pp | 551.85%-540.0pp |
| Employer contribution / active EE | $1,485 | $4,216-64.8% | $3,870-61.6% | $4,662-68.1% |
| Participant deferral / active EE | $2,450 | $5,622-56.4% | $5,060-51.6% | $6,690-63.4% |
| Admin fee / account holder | $651 | $9,745-93.3% | $8,388-92.2% | $13,392-95.1% |