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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 | $55,395 | $78,672-29.6% | $109,163-49.3% | $85,856-35.5% |
| Participation rate | 45.1% | 68.3%-23.2pp | 75.9%-30.8pp | 69.3%-24.2pp |
| Annual return | 15.60% | 25.09%-9.5pp | 25.75%-10.1pp | 318.58%-303.0pp |
| Employer contribution / active EE | $1,251 | $2,734-54.2% | $3,723-66.4% | $2,565-51.2% |
| Participant deferral / active EE | $2,647 | $3,467-23.7% | $4,654-43.1% | $3,952-33.0% |
| Admin fee / account holder | $1,684 | $5,470-69.2% | $6,754-75.1% | $6,261-73.1% |