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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 | $62,388 | $116,190-46.3% | $93,614-33.4% | $152,885-59.2% |
| Participation rate | 61.5% | 78.0%-16.5pp | 75.8%-14.3pp | 82.5%-20.9pp |
| Annual return | 18.69% | 35.96%-17.3pp | 32.76%-14.1pp | 345.39%-326.7pp |
| Employer contribution / active EE | $1,485 | $3,219-53.9% | $2,718-45.4% | $4,763-68.8% |
| Participant deferral / active EE | $2,809 | $4,604-39.0% | $4,069-31.0% | $5,851-52.0% |
| Admin fee / account holder | $524 | $10,749-95.1% | $7,889-93.4% | $11,598-95.5% |