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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 | $54,987 | $89,259-38.4% | $107,187-48.7% | $82,637-33.5% |
| Participation rate | 39.5% | 67.9%-28.5pp | 75.0%-35.5pp | 68.1%-28.6pp |
| Annual return | 15.05% | 21.02%-6.0pp | 204.55%-189.5pp | 53.51%-38.5pp |
| Employer contribution / active EE | $1,278 | $3,080-58.5% | $3,782-66.2% | $2,552-49.9% |
| Participant deferral / active EE | $2,221 | $4,037-45.0% | $5,096-56.4% | $4,126-46.2% |
| Admin fee / account holder | $7,005 | $7,381-5.1% | $9,162-23.5% | $7,339-4.6% |