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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 | $57,253 | $80,674-29.0% | $119,126-51.9% | $64,340-11.0% |
| Participation rate | 42.5% | 55.2%-12.7pp | 75.8%-33.2pp | 55.2%-12.7pp |
| Annual return | 18.59% | 26.86%-8.3pp | 282.11%-263.5pp | 24.14%-5.6pp |
| Employer contribution / active EE | $1,194 | $2,564-53.4% | $4,034-70.4% | $1,862-35.9% |
| Participant deferral / active EE | $2,606 | $3,053-14.7% | $5,318-51.0% | $2,980-12.6% |
| Admin fee / account holder | $3,442 | $4,559-24.5% | $10,693-67.8% | $3,703-7.0% |