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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 | $58,612 | $91,179-35.7% | $178,499-67.2% | $79,852-26.6% |
| Participation rate | 67.7% | 69.2%-1.5pp | 81.9%-14.2pp | 69.6%-1.9pp |
| Annual return | 21.71% | 24.19%-2.5pp | 151.10%-129.4pp | 31.72%-10.0pp |
| Employer contribution / active EE | $1,131 | $3,256-65.3% | $5,011-77.4% | $2,471-54.2% |
| Participant deferral / active EE | $1,776 | $3,236-45.1% | $5,202-65.9% | $3,740-52.5% |
| Admin fee / account holder | $476 | $6,749-92.9% | $13,986-96.6% | $5,306-91.0% |