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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 | $54,410 | $80,674-32.6% | $119,126-54.3% | $64,340-15.4% |
| Participation rate | 50.7% | 55.2%-4.5pp | 75.8%-25.0pp | 55.2%-4.5pp |
| Annual return | 16.16% | 26.86%-10.7pp | 282.11%-266.0pp | 24.14%-8.0pp |
| Employer contribution / active EE | $1,686 | $2,564-34.3% | $4,034-58.2% | $1,862-9.4% |
| Participant deferral / active EE | $3,954 | $3,053+29.5% | $5,318-25.6% | $2,980+32.7% |
| Admin fee / account holder | $1,121 | $4,559-75.4% | $10,693-89.5% | $3,703-69.7% |