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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 | $56,916 | $88,672-35.8% | $105,223-45.9% | $82,448-31.0% |
| Participation rate | 46.5% | 67.9%-21.4pp | 75.0%-28.5pp | 68.1%-21.6pp |
| Annual return | 16.65% | 30.86%-14.2pp | 180.65%-164.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,730 | $3,048-43.2% | $3,689-53.1% | $2,551-32.2% |
| Participant deferral / active EE | $4,604 | $4,036+14.1% | $5,072-9.2% | $4,139+11.2% |
| Admin fee / account holder | $1,971 | $7,146-72.4% | $8,859-77.8% | $7,234-72.8% |