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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 | $60,676 | $95,406-36.4% | $185,849-67.4% | $85,847-29.3% |
| Participation rate | 55.2% | 68.8%-13.6pp | 81.7%-26.5pp | 69.3%-14.1pp |
| Annual return | 13.63% | 23.59%-10.0pp | 122.10%-108.5pp | 318.61%-305.0pp |
| Employer contribution / active EE | $1,118 | $3,314-66.2% | $5,169-78.4% | $2,565-56.4% |
| Participant deferral / active EE | $2,556 | $3,424-25.3% | $5,569-54.1% | $3,952-35.3% |
| Admin fee / account holder | $850 | $7,214-88.2% | $16,244-94.8% | $6,261-86.4% |