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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 | $66,231 | $88,672-25.3% | $105,223-37.1% | $82,448-19.7% |
| Participation rate | 36.7% | 67.9%-31.2pp | 75.0%-38.3pp | 68.1%-31.3pp |
| Annual return | 17.47% | 30.86%-13.4pp | 180.65%-163.2pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,445 | $3,048-52.6% | $3,689-60.8% | $2,551-43.4% |
| Participant deferral / active EE | $3,158 | $4,036-21.7% | $5,072-37.7% | $4,139-23.7% |
| Admin fee / account holder | $1,458 | $7,146-79.6% | $8,859-83.5% | $7,234-79.9% |