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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 | $53,762 | $73,107-26.5% | $114,563-53.1% | $87,485-38.5% |
| Participation rate | 33.0% | 65.8%-32.8pp | 72.9%-39.9pp | 68.9%-35.9pp |
| Annual return | 14.04% | 19.47%-5.4pp | 241.09%-227.1pp | 26.06%-12.0pp |
| Employer contribution / active EE | $1,221 | $1,881-35.1% | $2,592-52.9% | $2,596-53.0% |
| Participant deferral / active EE | $1,646 | $3,144-47.7% | $4,142-60.3% | $4,274-61.5% |
| Admin fee / account holder | $1,808 | $5,770-68.7% | $7,623-76.3% | $7,775-76.7% |