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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 | $55,767 | $102,938-45.8% | $94,105-40.7% | $138,895-59.8% |
| Participation rate | 52.9% | 74.6%-21.7pp | 71.9%-19.0pp | 79.9%-27.0pp |
| Annual return | 17.99% | 250.28%-232.3pp | 204.55%-186.6pp | 145.39%-127.4pp |
| Employer contribution / active EE | $1,019 | $2,732-62.7% | $2,504-59.3% | $4,194-75.7% |
| Participant deferral / active EE | $3,661 | $4,196-12.7% | $3,881-5.7% | $6,396-42.8% |
| Admin fee / account holder | $12,983 | $6,600+96.7% | $6,199+109.4% | $12,562+3.3% |