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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 | $55,885 | $83,369-33.0% | $105,223-46.9% | $67,986-17.8% |
| Participation rate | 33.6% | 56.3%-22.7pp | 75.0%-41.5pp | 57.2%-23.6pp |
| Annual return | 20.13% | 24.64%-4.5pp | 180.65%-160.5pp | 31.67%-11.5pp |
| Employer contribution / active EE | $1,253 | $2,541-50.7% | $3,689-66.0% | $2,019-38.0% |
| Participant deferral / active EE | $2,188 | $3,295-33.6% | $5,072-56.9% | $3,358-34.8% |
| Admin fee / account holder | $2,770 | $4,073-32.0% | $8,859-68.7% | $3,203-13.5% |