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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 | $81,112 | $107,421-24.5% | $182,262-55.5% | $94,015-13.7% |
| Participation rate | 58.5% | 77.8%-19.2pp | 84.2%-25.7pp | 70.8%-12.3pp |
| Annual return | 15.17% | 21.32%-6.2pp | 140.60%-125.4pp | 17.84%-2.7pp |
| Employer contribution / active EE | $1,577 | $3,448-54.3% | $5,046-68.8% | $2,790-43.5% |
| Participant deferral / active EE | $3,313 | $6,558-49.5% | $8,276-60.0% | $4,249-22.0% |
| Admin fee / account holder | $4,958 | $8,692-43.0% | $16,712-70.3% | $8,951-44.6% |