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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 | $58,469 | $162,812-64.1% | $133,971-56.4% | $158,966-63.2% |
| Participation rate | 58.3% | 83.2%-24.9pp | 79.8%-21.5pp | 82.0%-23.6pp |
| Annual return | 13.95% | 41.94%-28.0pp | 45.09%-31.1pp | 302.95%-289.0pp |
| Employer contribution / active EE | $1,097 | $4,976-78.0% | $3,919-72.0% | $4,762-77.0% |
| Participant deferral / active EE | $3,443 | $5,910-41.7% | $5,047-31.8% | $5,983-42.5% |
| Admin fee / account holder | $5,577 | $11,741-52.5% | $8,929-37.5% | $11,250-50.4% |