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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 | $71,033 | $91,179-22.1% | $178,499-60.2% | $79,852-11.0% |
| Participation rate | 47.7% | 69.2%-21.5pp | 81.9%-34.2pp | 69.6%-21.9pp |
| Annual return | 15.51% | 24.19%-8.7pp | 151.10%-135.6pp | 31.72%-16.2pp |
| Employer contribution / active EE | $1,010 | $3,256-69.0% | $5,011-79.8% | $2,471-59.1% |
| Participant deferral / active EE | $1,931 | $3,236-40.3% | $5,202-62.9% | $3,740-48.4% |
| Admin fee / account holder | $3,055 | $6,749-54.7% | $13,986-78.2% | $5,306-42.4% |