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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 | $56,762 | $73,107-22.4% | $114,563-50.5% | $87,485-35.1% |
| Participation rate | 39.4% | 65.8%-26.4pp | 72.9%-33.5pp | 68.9%-29.5pp |
| Annual return | 15.60% | 19.47%-3.9pp | 241.09%-225.5pp | 26.06%-10.5pp |
| Employer contribution / active EE | $1,072 | $1,881-43.0% | $2,592-58.7% | $2,596-58.7% |
| Participant deferral / active EE | $1,206 | $3,144-61.6% | $4,142-70.9% | $4,274-71.8% |
| Admin fee / account holder | $6,543 | $5,770+13.4% | $7,623-14.2% | $7,775-15.8% |