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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 | $65,513 | $107,421-39.0% | $182,262-64.1% | $94,015-30.3% |
| Participation rate | 51.9% | 77.8%-25.9pp | 84.2%-32.4pp | 70.8%-19.0pp |
| Annual return | 15.13% | 21.32%-6.2pp | 140.60%-125.5pp | 17.84%-2.7pp |
| Employer contribution / active EE | $1,481 | $3,448-57.0% | $5,046-70.6% | $2,790-46.9% |
| Participant deferral / active EE | $3,812 | $6,558-41.9% | $8,276-53.9% | $4,249-10.3% |
| Admin fee / account holder | $981 | $8,692-88.7% | $16,712-94.1% | $8,951-89.0% |