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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 | $44,615 | $104,251-57.2% | $91,004-51.0% | $147,586-69.8% |
| Participation rate | 64.3% | 78.2%-14.0pp | 75.6%-11.3pp | 82.8%-18.5pp |
| Annual return | 15.23% | 27.06%-11.8pp | 4.60%+10.6pp | 578.59%-563.4pp |
| Employer contribution / active EE | $1,463 | $3,116-53.0% | $2,456-40.4% | $4,876-70.0% |
| Participant deferral / active EE | $2,766 | $4,195-34.1% | $3,548-22.0% | $5,439-49.2% |
| Admin fee / account holder | $424 | $8,948-95.3% | $5,417-92.2% | $10,886-96.1% |