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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 | $53,625 | $58,311-8.0% | $81,882-34.5% | $80,959-33.8% |
| Participation rate | 55.8% | 63.5%-7.7pp | 72.4%-16.6pp | 67.7%-11.9pp |
| Annual return | 14.51% | 41.85%-27.3pp | 779.47%-765.0pp | 35.67%-21.2pp |
| Employer contribution / active EE | $1,053 | $2,347-55.1% | $2,916-63.9% | $2,757-61.8% |
| Participant deferral / active EE | $2,794 | $3,287-15.0% | $4,323-35.4% | $4,300-35.0% |
| Admin fee / account holder | $3,766 | $4,752-20.8% | $7,360-48.8% | $6,925-45.6% |