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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 | $38,464 | $89,259-56.9% | $107,187-64.1% | $82,637-53.5% |
| Participation rate | 55.6% | 67.9%-12.4pp | 75.0%-19.5pp | 68.1%-12.5pp |
| Annual return | 21.46% | 21.02%+0.4pp | 204.55%-183.1pp | 53.51%-32.0pp |
| Employer contribution / active EE | $1,036 | $3,080-66.4% | $3,782-72.6% | $2,552-59.4% |
| Participant deferral / active EE | $4,920 | $4,037+21.9% | $5,096-3.5% | $4,126+19.2% |
| Admin fee / account holder | $1,312 | $7,381-82.2% | $9,162-85.7% | $7,339-82.1% |