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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 | $61,426 | $93,589-34.4% | $135,942-54.8% | $75,181-18.3% |
| Participation rate | 53.2% | 75.2%-21.9pp | 81.9%-28.7pp | 67.2%-14.0pp |
| Annual return | 18.44% | 30.90%-12.5pp | 68.28%-49.8pp | 160.69%-142.2pp |
| Employer contribution / active EE | $1,555 | $3,537-56.0% | $4,858-68.0% | $2,671-41.8% |
| Participant deferral / active EE | $3,736 | $6,405-41.7% | $7,759-51.9% | $4,126-9.5% |
| Admin fee / account holder | $1,894 | $6,977-72.8% | $10,764-82.4% | $5,650-66.5% |