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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 | $52,947 | $89,259-40.7% | $107,187-50.6% | $82,637-35.9% |
| Participation rate | 59.7% | 67.9%-8.3pp | 75.0%-15.3pp | 68.1%-8.4pp |
| Annual return | 15.83% | 21.02%-5.2pp | 204.55%-188.7pp | 53.51%-37.7pp |
| Employer contribution / active EE | $1,115 | $3,080-63.8% | $3,782-70.5% | $2,552-56.3% |
| Participant deferral / active EE | $1,828 | $4,037-54.7% | $5,096-64.1% | $4,126-55.7% |
| Admin fee / account holder | $5,374 | $7,381-27.2% | $9,162-41.3% | $7,339-26.8% |