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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 | $27,638 | $93,345-70.4% | $119,126-76.8% | $87,485-68.4% |
| Participation rate | 48.2% | 68.7%-20.5pp | 75.8%-27.5pp | 68.9%-20.7pp |
| Annual return | 15.27% | 19.08%-3.8pp | 282.11%-266.8pp | 26.06%-10.8pp |
| Employer contribution / active EE | $1,496 | $3,172-52.8% | $4,034-62.9% | $2,596-42.4% |
| Participant deferral / active EE | $2,636 | $4,099-35.7% | $5,318-50.4% | $4,274-38.3% |
| Admin fee / account holder | $5,865 | $8,039-27.0% | $10,693-45.1% | $7,775-24.6% |