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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 | $54,184 | $101,618-46.7% | $93,063-41.8% | $137,256-60.5% |
| Participation rate | 54.2% | 74.9%-20.8pp | 72.1%-17.9pp | 80.0%-25.8pp |
| Annual return | 15.18% | 223.95%-208.8pp | 34.15%-19.0pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,362 | $2,707-49.7% | $2,476-45.0% | $4,156-67.2% |
| Participant deferral / active EE | $2,297 | $4,279-46.3% | $3,958-42.0% | $6,407-64.1% |
| Admin fee / account holder | $7,365 | $6,198+18.8% | $6,033+22.1% | $12,270-40.0% |