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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 | $57,078 | $108,882-47.6% | $96,754-41.0% | $154,746-63.1% |
| Participation rate | 45.5% | 75.1%-29.6pp | 70.3%-24.8pp | 80.7%-35.2pp |
| Annual return | 11.07% | 98.39%-87.3pp | 82.04%-71.0pp | 172.34%-161.3pp |
| Employer contribution / active EE | $1,538 | $3,018-49.0% | $2,679-42.6% | $4,379-64.9% |
| Participant deferral / active EE | $2,268 | $5,323-57.4% | $4,758-52.3% | $6,730-66.3% |
| Admin fee / account holder | $1,030 | $10,200-89.9% | $8,905-88.4% | $14,365-92.8% |