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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 | $60,439 | $115,225-47.5% | $100,712-40.0% | $138,895-56.5% |
| Participation rate | 64.3% | 74.3%-10.1pp | 69.3%-5.0pp | 79.9%-15.6pp |
| Annual return | 21.15% | 40.35%-19.2pp | 33.27%-12.1pp | 145.39%-124.2pp |
| Employer contribution / active EE | $1,874 | $2,771-32.4% | $2,313-19.0% | $4,194-55.3% |
| Participant deferral / active EE | $5,689 | $4,699+21.1% | $4,085+39.3% | $6,396-11.1% |
| Admin fee / account holder | $365 | $10,844-96.6% | $9,256-96.1% | $12,562-97.1% |