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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 | $48,047 | $62,409-23.0% | $120,368-60.1% | $74,546-35.5% |
| Participation rate | 26.2% | 56.8%-30.6pp | 71.9%-45.7pp | 67.2%-41.0pp |
| Annual return | 16.83% | 18.62%-1.8pp | 107.26%-90.4pp | 1366.03%-1349.2pp |
| Employer contribution / active EE | $1,262 | $1,847-31.7% | $3,465-63.6% | $2,624-51.9% |
| Participant deferral / active EE | $1,765 | $2,888-38.9% | $4,991-64.6% | $4,347-59.4% |
| Admin fee / account holder | $2,131 | $2,394-11.0% | $9,429-77.4% | $1,944+9.6% |