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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 | $63,813 | $96,731-34.0% | $123,973-48.5% | $86,983-26.6% |
| Participation rate | 45.7% | 70.0%-24.3pp | 76.7%-30.9pp | 69.5%-23.8pp |
| Annual return | 18.62% | 17.33%+1.3pp | 388.13%-369.5pp | 25.83%-7.2pp |
| Employer contribution / active EE | $1,557 | $3,297-52.8% | $4,126-62.3% | $2,584-39.8% |
| Participant deferral / active EE | $3,138 | $4,152-24.4% | $5,247-40.2% | $4,194-25.2% |
| Admin fee / account holder | $1,642 | $8,722-81.2% | $11,799-86.1% | $7,856-79.1% |