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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 | $57,959 | $91,179-36.4% | $178,499-67.5% | $79,852-27.4% |
| Participation rate | 53.5% | 69.2%-15.7pp | 81.9%-28.4pp | 69.6%-16.2pp |
| Annual return | 19.17% | 24.19%-5.0pp | 151.10%-131.9pp | 31.72%-12.6pp |
| Employer contribution / active EE | $1,056 | $3,256-67.6% | $5,011-78.9% | $2,471-57.3% |
| Participant deferral / active EE | $2,692 | $3,236-16.8% | $5,202-48.3% | $3,740-28.0% |
| Admin fee / account holder | $950 | $6,749-85.9% | $13,986-93.2% | $5,306-82.1% |