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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 | $66,974 | $117,895-43.2% | $102,460-34.6% | $145,897-54.1% |
| Participation rate | 44.4% | 78.6%-34.2pp | 76.5%-32.1pp | 80.3%-35.9pp |
| Annual return | 17.94% | 31.92%-14.0pp | 29.47%-11.5pp | 552.29%-534.3pp |
| Employer contribution / active EE | $1,588 | $3,619-56.1% | $3,025-47.5% | $4,663-65.9% |
| Participant deferral / active EE | $4,241 | $5,736-26.1% | $5,056-16.1% | $6,689-36.6% |
| Admin fee / account holder | $1,507 | $13,353-88.7% | $9,460-84.1% | $13,390-88.7% |