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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 | $65,720 | $99,875-34.2% | $146,866-55.3% | $86,983-24.4% |
| Participation rate | 54.5% | 75.8%-21.3pp | 82.5%-28.0pp | 69.5%-15.0pp |
| Annual return | 14.35% | 28.10%-13.7pp | 102.85%-88.5pp | 25.83%-11.5pp |
| Employer contribution / active EE | $1,079 | $3,224-66.5% | $4,425-75.6% | $2,584-58.2% |
| Participant deferral / active EE | $2,628 | $6,322-58.4% | $7,759-66.1% | $4,194-37.3% |
| Admin fee / account holder | $1,023 | $7,838-86.9% | $13,620-92.5% | $7,856-87.0% |