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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 | $62,149 | $91,086-31.8% | $203,872-69.5% | $86,983-28.6% |
| Participation rate | 38.9% | 65.8%-26.9pp | 77.8%-38.9pp | 69.5%-30.7pp |
| Annual return | 17.67% | 22.30%-4.6pp | 85.11%-67.4pp | 25.83%-8.2pp |
| Employer contribution / active EE | $1,163 | $2,063-43.6% | $3,757-69.0% | $2,584-55.0% |
| Participant deferral / active EE | $2,594 | $4,019-35.5% | $6,388-59.4% | $4,194-38.2% |
| Admin fee / account holder | $2,625 | $8,987-70.8% | $11,730-77.6% | $7,856-66.6% |