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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 | $56,175 | $87,132-35.5% | $105,624-46.8% | $80,959-30.6% |
| Participation rate | 42.9% | 70.4%-27.6pp | 75.3%-32.4pp | 67.7%-24.8pp |
| Annual return | 16.97% | 17.03%-0.1pp | 116.20%-99.2pp | 35.67%-18.7pp |
| Employer contribution / active EE | $1,571 | $2,397-34.5% | $3,168-50.4% | $2,757-43.0% |
| Participant deferral / active EE | $3,450 | $3,985-13.4% | $5,013-31.2% | $4,300-19.8% |
| Admin fee / account holder | $2,830 | $8,449-66.5% | $10,961-74.2% | $6,925-59.1% |