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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 | $44,065 | $88,672-50.3% | $105,223-58.1% | $82,448-46.6% |
| Participation rate | 29.1% | 67.9%-38.8pp | 75.0%-46.0pp | 68.1%-39.0pp |
| Annual return | 16.39% | 30.86%-14.5pp | 180.65%-164.3pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,392 | $3,048-54.3% | $3,689-62.3% | $2,551-45.4% |
| Participant deferral / active EE | $3,115 | $4,036-22.8% | $5,072-38.6% | $4,139-24.7% |
| Admin fee / account holder | $3,214 | $7,146-55.0% | $8,859-63.7% | $7,234-55.6% |