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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 | $61,505 | $115,225-46.6% | $100,712-38.9% | $138,895-55.7% |
| Participation rate | 64.3% | 74.3%-10.1pp | 69.3%-5.0pp | 79.9%-15.6pp |
| Annual return | 20.91% | 40.35%-19.4pp | 33.27%-12.4pp | 145.39%-124.5pp |
| Employer contribution / active EE | $1,780 | $2,771-35.8% | $2,313-23.0% | $4,194-57.6% |
| Participant deferral / active EE | $3,434 | $4,699-26.9% | $4,085-15.9% | $6,396-46.3% |
| Admin fee / account holder | $520 | $10,844-95.2% | $9,256-94.4% | $12,562-95.9% |