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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 | $36,814 | $87,733-58.0% | $106,555-65.5% | $85,847-57.1% |
| Participation rate | 55.4% | 71.9%-16.6pp | 76.1%-20.8pp | 69.3%-14.0pp |
| Annual return | 15.04% | 21.86%-6.8pp | 26.80%-11.8pp | 318.61%-303.6pp |
| Employer contribution / active EE | $1,698 | $2,073-18.1% | $2,819-39.8% | $2,565-33.8% |
| Participant deferral / active EE | $3,093 | $3,469-10.8% | $4,399-29.7% | $3,952-21.7% |
| Admin fee / account holder | $7,126 | $6,767+5.3% | $7,408-3.8% | $6,261+13.8% |