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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 | $59,892 | $78,690-23.9% | $161,489-62.9% | $87,485-31.5% |
| Participation rate | 26.4% | 67.5%-41.0pp | 78.7%-52.3pp | 68.9%-42.5pp |
| Annual return | 18.33% | 32.74%-14.4pp | 89.72%-71.4pp | 26.06%-7.7pp |
| Employer contribution / active EE | $1,073 | $2,588-58.5% | $4,268-74.9% | $2,596-58.7% |
| Participant deferral / active EE | $1,927 | $3,311-41.8% | $5,630-65.8% | $4,274-54.9% |
| Admin fee / account holder | $1,668 | $6,724-75.2% | $16,006-89.6% | $7,775-78.6% |