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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 | $65,041 | $96,524-32.6% | $75,900-14.3% | $152,909-57.5% |
| Participation rate | 61.9% | 76.2%-14.3pp | 69.3%-7.4pp | 82.5%-20.6pp |
| Annual return | 21.72% | 33.93%-12.2pp | 30.73%-9.0pp | 345.46%-323.7pp |
| Employer contribution / active EE | $1,253 | $3,311-62.2% | $2,501-49.9% | $4,764-73.7% |
| Participant deferral / active EE | $1,932 | $4,554-57.6% | $3,604-46.4% | $5,851-67.0% |
| Admin fee / account holder | $817 | $8,082-89.9% | $5,421-84.9% | $11,601-93.0% |