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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 | $59,368 | $103,392-42.6% | $87,104-31.8% | $152,897-61.2% |
| Participation rate | 63.6% | 79.4%-15.7pp | 76.9%-13.2pp | 82.5%-18.8pp |
| Annual return | 22.67% | 28.10%-5.4pp | 28.19%-5.5pp | 345.43%-322.8pp |
| Employer contribution / active EE | $1,659 | $3,221-48.5% | $2,521-34.2% | $4,764-65.2% |
| Participant deferral / active EE | $3,051 | $4,778-36.1% | $4,048-24.6% | $5,851-47.9% |
| Admin fee / account holder | $483 | $12,194-96.0% | $7,491-93.6% | $11,599-95.8% |