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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 | $63,586 | $97,125-34.5% | $86,233-26.3% | $137,256-53.7% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.0%-29.0pp | 80.0%-40.0pp |
| Annual return | 15.88% | 74.19%-58.3pp | 61.39%-45.5pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,098 | $2,841-61.4% | $2,504-56.2% | $4,156-73.6% |
| Participant deferral / active EE | $2,124 | $5,180-59.0% | $4,559-53.4% | $6,407-66.9% |
| Admin fee / account holder | $2,296 | $9,725-76.4% | $8,342-72.5% | $12,270-81.3% |