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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 | $39,222 | $101,752-61.5% | $164,928-76.2% | $80,911-51.5% |
| Participation rate | 50.0% | 71.8%-21.8pp | 78.6%-28.6pp | 67.6%-17.6pp |
| Annual return | 15.57% | 16.73%-1.2pp | 70.08%-54.5pp | 35.63%-20.1pp |
| Employer contribution / active EE | $1,609 | $2,953-45.5% | $4,343-63.0% | $2,756-41.6% |
| Participant deferral / active EE | $2,616 | $4,477-41.6% | $6,034-56.7% | $4,297-39.1% |
| Admin fee / account holder | $6,800 | $8,218-17.3% | $12,684-46.4% | $6,935-1.9% |