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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 | $62,454 | $117,904-47.0% | $102,457-39.0% | $145,978-57.2% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 12.76% | 31.80%-19.0pp | 29.41%-16.6pp | 550.52%-537.8pp |
| Employer contribution / active EE | $1,848 | $3,613-48.9% | $3,022-38.9% | $4,662-60.4% |
| Participant deferral / active EE | $5,043 | $5,733-12.0% | $5,054-0.2% | $6,690-24.6% |
| Admin fee / account holder | $1,416 | $13,329-89.4% | $9,451-85.0% | $13,400-89.4% |