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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 | $57,345 | $78,428-26.9% | $95,960-40.2% | $79,852-28.2% |
| Participation rate | 58.1% | 73.5%-15.4pp | 77.1%-19.0pp | 69.6%-11.6pp |
| Annual return | 16.08% | 19.37%-3.3pp | 91.63%-75.6pp | 31.72%-15.6pp |
| Employer contribution / active EE | $1,055 | $1,945-45.8% | $2,541-58.5% | $2,471-57.3% |
| Participant deferral / active EE | $2,803 | $3,440-18.5% | $4,167-32.7% | $3,740-25.1% |
| Admin fee / account holder | $476 | $5,622-91.5% | $6,797-93.0% | $5,306-91.0% |