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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 | $53,535 | $91,198-41.3% | $178,503-70.0% | $79,856-33.0% |
| Participation rate | 41.5% | 69.2%-27.8pp | 81.9%-40.5pp | 69.6%-28.2pp |
| Annual return | 19.26% | 24.20%-4.9pp | 151.12%-131.9pp | 31.71%-12.4pp |
| Employer contribution / active EE | $1,062 | $3,257-67.4% | $5,011-78.8% | $2,471-57.0% |
| Participant deferral / active EE | $2,181 | $3,237-32.6% | $5,202-58.1% | $3,741-41.7% |
| Admin fee / account holder | $4,001 | $6,748-40.7% | $13,987-71.4% | $5,306-24.6% |