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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 | $54,740 | $77,670-29.5% | $125,529-56.4% | $65,306-16.2% |
| Participation rate | 36.1% | 63.2%-27.1pp | 74.7%-38.7pp | 57.7%-21.6pp |
| Annual return | 19.86% | 15.16%+4.7pp | 202.56%-182.7pp | 21.94%-2.1pp |
| Employer contribution / active EE | $1,075 | $2,099-48.8% | $3,058-64.8% | $1,967-45.4% |
| Participant deferral / active EE | $2,259 | $3,095-27.0% | $4,813-53.1% | $2,959-23.7% |
| Admin fee / account holder | $3,415 | $3,598-5.1% | $16,298-79.0% | $3,480-1.9% |