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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 | $61,494 | $123,155-50.1% | $108,753-43.5% | $155,188-60.4% |
| Participation rate | 17.6% | 75.6%-58.0pp | 71.1%-53.4pp | 80.8%-63.2pp |
| Annual return | 20.99% | 44.73%-23.7pp | 37.47%-16.5pp | 148.84%-127.8pp |
| Employer contribution / active EE | $445 | $2,811-84.2% | $2,427-81.7% | $4,248-89.5% |
| Participant deferral / active EE | $1,707 | $4,623-63.1% | $4,115-58.5% | $6,531-73.9% |
| Admin fee / account holder | $1,848 | $12,126-84.8% | $10,320-82.1% | $14,480-87.2% |