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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 | $51,552 | $110,379-53.3% | $102,412-49.7% | $145,884-64.7% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 12.34% | 24.84%-12.5pp | 24.94%-12.6pp | 551.85%-539.5pp |
| Employer contribution / active EE | $1,896 | $4,216-55.0% | $3,870-51.0% | $4,662-59.3% |
| Participant deferral / active EE | $3,415 | $5,622-39.2% | $5,060-32.5% | $6,690-48.9% |
| Admin fee / account holder | $2,572 | $9,745-73.6% | $8,388-69.3% | $13,392-80.8% |