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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 | $59,785 | $77,920-23.3% | $149,723-60.1% | $75,177-20.5% |
| Participation rate | 58.3% | 65.6%-7.2pp | 78.8%-20.4pp | 67.2%-8.9pp |
| Annual return | 19.28% | 31.72%-12.4pp | 134.50%-115.2pp | 160.75%-141.5pp |
| Employer contribution / active EE | $1,494 | $3,138-52.4% | $4,821-69.0% | $2,671-44.1% |
| Participant deferral / active EE | $2,269 | $3,411-33.5% | $5,682-60.1% | $4,126-45.0% |
| Admin fee / account holder | $933 | $5,951-84.3% | $13,215-92.9% | $5,651-83.5% |