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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 | $64,513 | $124,980-48.4% | $108,359-40.5% | $154,746-58.3% |
| Participation rate | 55.6% | 75.2%-19.6pp | 70.1%-14.6pp | 80.7%-25.1pp |
| Annual return | 18.15% | 45.00%-26.8pp | 36.89%-18.7pp | 172.34%-154.2pp |
| Employer contribution / active EE | $1,219 | $2,851-57.2% | $2,399-49.2% | $4,379-72.2% |
| Participant deferral / active EE | $2,709 | $4,743-42.9% | $4,137-34.5% | $6,730-59.7% |
| Admin fee / account holder | $508 | $11,502-95.6% | $9,741-94.8% | $14,365-96.5% |