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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 | $56,657 | $88,672-36.1% | $105,223-46.2% | $82,448-31.3% |
| Participation rate | 63.3% | 67.9%-4.6pp | 75.0%-11.7pp | 68.1%-4.7pp |
| Annual return | 18.97% | 30.86%-11.9pp | 180.65%-161.7pp | 41.64%-22.7pp |
| Employer contribution / active EE | $1,099 | $3,048-64.0% | $3,689-70.2% | $2,551-56.9% |
| Participant deferral / active EE | $2,548 | $4,036-36.9% | $5,072-49.8% | $4,139-38.4% |
| Admin fee / account holder | $321 | $7,146-95.5% | $8,859-96.4% | $7,234-95.6% |