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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 | $47,890 | $107,030-55.3% | $73,550-34.9% | $147,586-67.6% |
| Participation rate | 56.5% | 66.4%-9.9pp | 54.9%+1.6pp | 82.8%-26.3pp |
| Annual return | 13.73% | 38.25%-24.5pp | -15.16%+28.9pp | 578.59%-564.9pp |
| Employer contribution / active EE | $1,568 | $1,760-11.0% | $1,219+28.6% | $4,876-67.9% |
| Participant deferral / active EE | $3,167 | $2,458+28.8% | $1,804+75.5% | $5,439-41.8% |
| Admin fee / account holder | $1,203 | $3,055-60.6% | $2,320-48.1% | $10,886-88.9% |