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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 | $57,281 | $78,672-27.2% | $109,163-47.5% | $85,856-33.3% |
| Participation rate | 57.8% | 68.3%-10.4pp | 75.9%-18.0pp | 69.3%-11.5pp |
| Annual return | 14.50% | 25.09%-10.6pp | 25.75%-11.3pp | 318.58%-304.1pp |
| Employer contribution / active EE | $1,643 | $2,734-39.9% | $3,723-55.9% | $2,565-36.0% |
| Participant deferral / active EE | $2,309 | $3,467-33.4% | $4,654-50.4% | $3,952-41.6% |
| Admin fee / account holder | $11,030 | $5,470+101.7% | $6,754+63.3% | $6,261+76.2% |