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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 | $68,871 | $88,672-22.3% | $105,223-34.5% | $82,448-16.5% |
| Participation rate | 55.9% | 67.9%-12.0pp | 75.0%-19.2pp | 68.1%-12.2pp |
| Annual return | 23.36% | 30.86%-7.5pp | 180.65%-157.3pp | 41.64%-18.3pp |
| Employer contribution / active EE | $1,111 | $3,048-63.6% | $3,689-69.9% | $2,551-56.4% |
| Participant deferral / active EE | $1,752 | $4,036-56.6% | $5,072-65.5% | $4,139-57.7% |
| Admin fee / account holder | $1,778 | $7,146-75.1% | $8,859-79.9% | $7,234-75.4% |