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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 | $61,697 | $117,895-47.7% | $102,460-39.8% | $145,897-57.7% |
| Participation rate | 57.9% | 78.6%-20.7pp | 76.5%-18.6pp | 80.3%-22.4pp |
| Annual return | 14.19% | 31.92%-17.7pp | 29.47%-15.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $1,469 | $3,619-59.4% | $3,025-51.5% | $4,663-68.5% |
| Participant deferral / active EE | $3,152 | $5,736-45.1% | $5,056-37.7% | $6,689-52.9% |
| Admin fee / account holder | $1,179 | $13,353-91.2% | $9,460-87.5% | $13,390-91.2% |