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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 | $117,904-47.7% | $102,457-39.8% | $145,978-57.7% |
| Participation rate | 57.9% | 78.6%-20.7pp | 76.5%-18.6pp | 80.3%-22.4pp |
| Annual return | 14.19% | 31.80%-17.6pp | 29.41%-15.2pp | 550.52%-536.3pp |
| Employer contribution / active EE | $1,469 | $3,613-59.4% | $3,022-51.4% | $4,662-68.5% |
| Participant deferral / active EE | $3,152 | $5,733-45.0% | $5,054-37.6% | $6,690-52.9% |
| Admin fee / account holder | $1,179 | $13,329-91.2% | $9,451-87.5% | $13,400-91.2% |