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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 | $62,966 | $89,367-29.5% | $141,191-55.4% | $72,975-13.7% |
| Participation rate | 47.2% | 75.1%-27.9pp | 82.5%-35.3pp | 69.5%-22.3pp |
| Annual return | 23.24% | 111.87%-88.6pp | 71.41%-48.2pp | 81.01%-57.8pp |
| Employer contribution / active EE | $1,297 | $3,115-58.4% | $4,736-72.6% | $2,440-46.8% |
| Participant deferral / active EE | $2,817 | $5,419-48.0% | $6,710-58.0% | $3,608-21.9% |
| Admin fee / account holder | $3,036 | $5,957-49.0% | $10,264-70.4% | $5,124-40.8% |