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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 | $97,648-42.0% | $121,663-53.4% | $87,485-35.3% |
| Participation rate | 41.0% | 70.5%-29.5pp | 74.5%-33.5pp | 68.9%-27.9pp |
| Annual return | 15.30% | 18.03%-2.7pp | 147.54%-132.2pp | 26.06%-10.8pp |
| Employer contribution / active EE | $1,165 | $2,300-49.3% | $3,020-61.4% | $2,596-55.1% |
| Participant deferral / active EE | $1,906 | $3,923-51.4% | $4,887-61.0% | $4,274-55.4% |
| Admin fee / account holder | $6,247 | $11,100-43.7% | $14,289-56.3% | $7,775-19.7% |