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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 | $66,054 | $99,875-33.9% | $146,866-55.0% | $86,983-24.1% |
| Participation rate | 38.5% | 75.8%-37.3pp | 82.5%-44.0pp | 69.5%-31.1pp |
| Annual return | 17.99% | 28.10%-10.1pp | 102.85%-84.9pp | 25.83%-7.8pp |
| Employer contribution / active EE | $1,486 | $3,224-53.9% | $4,425-66.4% | $2,584-42.5% |
| Participant deferral / active EE | $2,879 | $6,322-54.5% | $7,759-62.9% | $4,194-31.3% |
| Admin fee / account holder | $11,017 | $7,838+40.6% | $13,620-19.1% | $7,856+40.2% |