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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 | $50,087 | $89,259-43.9% | $107,187-53.3% | $82,637-39.4% |
| Participation rate | 37.5% | 67.9%-30.4pp | 75.0%-37.5pp | 68.1%-30.6pp |
| Annual return | 18.71% | 21.02%-2.3pp | 204.55%-185.8pp | 53.51%-34.8pp |
| Employer contribution / active EE | $1,759 | $3,080-42.9% | $3,782-53.5% | $2,552-31.1% |
| Participant deferral / active EE | $3,483 | $4,037-13.7% | $5,096-31.7% | $4,126-15.6% |
| Admin fee / account holder | $5,712 | $7,381-22.6% | $9,162-37.7% | $7,339-22.2% |