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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 | $58,790 | $99,875-41.1% | $146,866-60.0% | $86,983-32.4% |
| Participation rate | 65.2% | 75.8%-10.6pp | 82.5%-17.3pp | 69.5%-4.3pp |
| Annual return | 15.59% | 28.10%-12.5pp | 102.85%-87.3pp | 25.83%-10.2pp |
| Employer contribution / active EE | $1,570 | $3,224-51.3% | $4,425-64.5% | $2,584-39.2% |
| Participant deferral / active EE | $4,664 | $6,322-26.2% | $7,759-39.9% | $4,194+11.2% |
| Admin fee / account holder | $1,561 | $7,838-80.1% | $13,620-88.5% | $7,856-80.1% |