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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 | $58,947 | $88,183-33.2% | $107,187-45.0% | $71,012-17.0% |
| Participation rate | 21.3% | 67.5%-46.3pp | 75.0%-53.8pp | 58.6%-37.3pp |
| Annual return | 10.99% | 16.47%-5.5pp | 204.55%-193.6pp | 37.67%-26.7pp |
| Employer contribution / active EE | $1,161 | $3,914-70.3% | $3,782-69.3% | $2,348-50.6% |
| Participant deferral / active EE | $1,045 | $3,079-66.0% | $5,096-79.5% | $3,246-67.8% |
| Admin fee / account holder | $2,617 | $1,430+83.0% | $9,162-71.4% | $1,167+124.2% |