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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 | $61,367 | $43,496+41.1% | $161,489-62.0% | $64,340-4.6% |
| Participation rate | 50.3% | 53.5%-3.2pp | 78.7%-28.4pp | 55.2%-4.9pp |
| Annual return | 17.79% | 20.76%-3.0pp | 89.72%-71.9pp | 24.14%-6.4pp |
| Employer contribution / active EE | $1,431 | $1,431+0.1% | $4,268-66.5% | $1,862-23.1% |
| Participant deferral / active EE | $3,010 | $1,996+50.8% | $5,630-46.5% | $2,980+1.0% |
| Admin fee / account holder | $1,075 | $2,330-53.9% | $16,006-93.3% | $3,703-71.0% |