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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 | $52,305 | $88,672-41.0% | $105,223-50.3% | $82,448-36.6% |
| Participation rate | 39.2% | 67.9%-28.7pp | 75.0%-35.8pp | 68.1%-28.9pp |
| Annual return | 15.81% | 30.86%-15.0pp | 180.65%-164.8pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,106 | $3,048-63.7% | $3,689-70.0% | $2,551-56.6% |
| Participant deferral / active EE | $3,443 | $4,036-14.7% | $5,072-32.1% | $4,139-16.8% |
| Admin fee / account holder | $3,816 | $7,146-46.6% | $8,859-56.9% | $7,234-47.3% |