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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 | $58,533 | $89,259-34.4% | $107,187-45.4% | $82,637-29.2% |
| Participation rate | 42.6% | 67.9%-25.3pp | 75.0%-32.4pp | 68.1%-25.4pp |
| Annual return | 16.67% | 21.02%-4.4pp | 204.55%-187.9pp | 53.51%-36.8pp |
| Employer contribution / active EE | $1,432 | $3,080-53.5% | $3,782-62.1% | $2,552-43.9% |
| Participant deferral / active EE | $2,528 | $4,037-37.4% | $5,096-50.4% | $4,126-38.7% |
| Admin fee / account holder | $4,976 | $7,381-32.6% | $9,162-45.7% | $7,339-32.2% |