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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 | $56,647 | $127,100-55.4% | $105,738-46.4% | $135,379-58.2% |
| Participation rate | 68.8% | 82.7%-14.0pp | 76.3%-7.6pp | 82.6%-13.9pp |
| Annual return | 15.79% | 4.49%+11.3pp | 6.27%+9.5pp | 519.79%-504.0pp |
| Employer contribution / active EE | $1,060 | $4,107-74.2% | $3,268-67.6% | $4,779-77.8% |
| Participant deferral / active EE | $1,556 | $5,064-69.3% | $4,080-61.9% | $5,609-72.3% |
| Admin fee / account holder | $646 | $9,087-92.9% | $6,913-90.7% | $10,828-94.0% |