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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 | $56,933 | $111,814-49.1% | $103,378-44.9% | $145,978-61.0% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 21.90% | 24.80%-2.9pp | 24.91%-3.0pp | 550.52%-528.6pp |
| Employer contribution / active EE | $1,525 | $4,215-63.8% | $3,870-60.6% | $4,662-67.3% |
| Participant deferral / active EE | $1,607 | $5,618-71.4% | $5,058-68.2% | $6,690-76.0% |
| Admin fee / account holder | $4,779 | $9,764-51.1% | $8,401-43.1% | $13,400-64.3% |