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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 | $57,897 | $101,795-43.1% | $165,100-64.9% | $80,959-28.5% |
| Participation rate | 59.1% | 71.8%-12.7pp | 78.6%-19.5pp | 67.7%-8.6pp |
| Annual return | 11.84% | 16.73%-4.9pp | 70.21%-58.4pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,712 | $2,954-42.0% | $4,348-60.6% | $2,757-37.9% |
| Participant deferral / active EE | $2,802 | $4,476-37.4% | $6,035-53.6% | $4,300-34.8% |
| Admin fee / account holder | $8,308 | $8,221+1.1% | $12,696-34.6% | $6,925+20.0% |