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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 | $61,313 | $88,672-30.9% | $105,223-41.7% | $82,448-25.6% |
| Participation rate | 37.0% | 67.9%-30.9pp | 75.0%-38.0pp | 68.1%-31.0pp |
| Annual return | 13.94% | 30.86%-16.9pp | 180.65%-166.7pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,156 | $3,048-62.1% | $3,689-68.7% | $2,551-54.7% |
| Participant deferral / active EE | $2,886 | $4,036-28.5% | $5,072-43.1% | $4,139-30.3% |
| Admin fee / account holder | $10,686 | $7,146+49.5% | $8,859+20.6% | $7,234+47.7% |