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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 | $59,032 | $99,380-40.6% | $90,312-34.6% | $155,188-62.0% |
| Participation rate | 57.1% | 77.3%-20.2pp | 72.9%-15.8pp | 80.8%-23.7pp |
| Annual return | 10.94% | 19.35%-8.4pp | 18.90%-8.0pp | 148.84%-137.9pp |
| Employer contribution / active EE | $1,047 | $2,390-56.2% | $2,243-53.3% | $4,248-75.4% |
| Participant deferral / active EE | $3,376 | $4,212-19.8% | $3,749-9.9% | $6,531-48.3% |
| Admin fee / account holder | $518 | $9,766-94.7% | $8,248-93.7% | $14,480-96.4% |