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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 | $61,434 | $91,198-32.6% | $178,503-65.6% | $79,856-23.1% |
| Participation rate | 55.4% | 69.2%-13.9pp | 81.9%-26.6pp | 69.6%-14.3pp |
| Annual return | 15.39% | 24.20%-8.8pp | 151.12%-135.7pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,688 | $3,257-48.2% | $5,011-66.3% | $2,471-31.7% |
| Participant deferral / active EE | $3,485 | $3,237+7.7% | $5,202-33.0% | $3,741-6.8% |
| Admin fee / account holder | $3,087 | $6,748-54.3% | $13,987-77.9% | $5,306-41.8% |