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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 | $58,495 | $100,901-42.0% | $75,501-22.5% | $147,586-60.4% |
| Participation rate | 63.6% | 77.1%-13.5pp | 72.4%-8.7pp | 82.8%-19.2pp |
| Annual return | 16.04% | 35.78%-19.7pp | 27.35%-11.3pp | 578.59%-562.6pp |
| Employer contribution / active EE | $1,342 | $3,253-58.8% | $2,352-42.9% | $4,876-72.5% |
| Participant deferral / active EE | $2,736 | $4,027-32.1% | $3,142-12.9% | $5,439-49.7% |
| Admin fee / account holder | $888 | $11,285-92.1% | $5,801-84.7% | $10,886-91.8% |