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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 | $58,604 | $89,370-34.4% | $141,197-58.5% | $72,976-19.7% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.5%-22.5pp | 69.5%-9.5pp |
| Annual return | 21.39% | 111.88%-90.5pp | 71.41%-50.0pp | 81.02%-59.6pp |
| Employer contribution / active EE | $1,124 | $3,115-63.9% | $4,736-76.3% | $2,440-53.9% |
| Participant deferral / active EE | $5,762 | $5,419+6.3% | $6,710-14.1% | $3,608+59.7% |
| Admin fee / account holder | $3,678 | $5,957-38.3% | $10,265-64.2% | $5,124-28.2% |