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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 | $54,976 | $110,410-50.2% | $102,437-46.3% | $145,897-62.3% |
| Participation rate | 40.9% | 77.9%-37.0pp | 74.5%-33.6pp | 80.3%-39.4pp |
| Annual return | 19.31% | 24.85%-5.5pp | 24.95%-5.6pp | 552.29%-533.0pp |
| Employer contribution / active EE | $1,298 | $4,217-69.2% | $3,871-66.5% | $4,663-72.2% |
| Participant deferral / active EE | $1,956 | $5,622-65.2% | $5,060-61.3% | $6,689-70.8% |
| Admin fee / account holder | $2,866 | $9,745-70.6% | $8,388-65.8% | $13,390-78.6% |