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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 | $115,225-44.0% | $100,712-35.9% | $138,895-53.6% |
| Participation rate | 55.6% | 74.3%-18.8pp | 69.3%-13.7pp | 79.9%-24.4pp |
| Annual return | 18.15% | 40.35%-22.2pp | 33.27%-15.1pp | 145.39%-127.2pp |
| Employer contribution / active EE | $1,219 | $2,771-56.0% | $2,313-47.3% | $4,194-70.9% |
| Participant deferral / active EE | $2,709 | $4,699-42.4% | $4,085-33.7% | $6,396-57.6% |
| Admin fee / account holder | $508 | $10,844-95.3% | $9,256-94.5% | $12,562-96.0% |