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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 | $80,332-30.4% | $107,187-47.9% | $64,097-12.8% |
| Participation rate | 33.6% | 54.4%-20.8pp | 75.0%-41.5pp | 55.2%-21.6pp |
| Annual return | 20.13% | 24.26%-4.1pp | 204.55%-184.4pp | 34.64%-14.5pp |
| Employer contribution / active EE | $1,253 | $2,501-49.9% | $3,782-66.9% | $1,891-33.8% |
| Participant deferral / active EE | $2,188 | $3,109-29.6% | $5,096-57.1% | $3,080-28.9% |
| Admin fee / account holder | $2,770 | $4,314-35.8% | $9,162-69.8% | $3,454-19.8% |