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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 | $76,007 | $105,284-27.8% | $150,734-49.6% | $94,015-19.2% |
| Participation rate | 48.6% | 71.7%-23.2pp | 78.4%-29.9pp | 70.8%-22.2pp |
| Annual return | 15.15% | 15.67%-0.5pp | 600.81%-585.7pp | 17.84%-2.7pp |
| Employer contribution / active EE | $1,577 | $3,599-56.2% | $4,918-67.9% | $2,790-43.5% |
| Participant deferral / active EE | $2,890 | $4,274-32.4% | $5,610-48.5% | $4,249-32.0% |
| Admin fee / account holder | $1,095 | $9,839-88.9% | $14,905-92.7% | $8,951-87.8% |