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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 | $56,645 | $94,436-40.0% | $115,599-51.0% | $82,637-31.5% |
| Participation rate | 41.0% | 70.4%-29.4pp | 74.3%-33.3pp | 68.1%-27.1pp |
| Annual return | 15.30% | 18.37%-3.1pp | 111.10%-95.8pp | 53.51%-38.2pp |
| Employer contribution / active EE | $1,165 | $2,324-49.9% | $2,955-60.6% | $2,552-54.3% |
| Participant deferral / active EE | $1,906 | $3,955-51.8% | $4,889-61.0% | $4,126-53.8% |
| Admin fee / account holder | $6,247 | $10,328-39.5% | $12,841-51.4% | $7,339-14.9% |