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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 | $42,106 | $117,846-64.3% | $102,434-58.9% | $145,884-71.1% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 17.13% | 31.90%-14.8pp | 29.46%-12.3pp | 551.85%-534.7pp |
| Employer contribution / active EE | $1,739 | $3,615-51.9% | $3,023-42.5% | $4,662-62.7% |
| Participant deferral / active EE | $5,510 | $5,733-3.9% | $5,055+9.0% | $6,690-17.6% |
| Admin fee / account holder | $411 | $13,356-96.9% | $9,462-95.7% | $13,392-96.9% |