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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 | $59,422 | $89,259-33.4% | $107,187-44.6% | $82,637-28.1% |
| Participation rate | 45.2% | 67.9%-22.8pp | 75.0%-29.9pp | 68.1%-22.9pp |
| Annual return | 17.86% | 21.02%-3.2pp | 204.55%-186.7pp | 53.51%-35.6pp |
| Employer contribution / active EE | $1,100 | $3,080-64.3% | $3,782-70.9% | $2,552-56.9% |
| Participant deferral / active EE | $2,410 | $4,037-40.3% | $5,096-52.7% | $4,126-41.6% |
| Admin fee / account holder | $3,916 | $7,381-47.0% | $9,162-57.3% | $7,339-46.6% |