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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 | $49,303 | $96,731-49.0% | $123,973-60.2% | $86,983-43.3% |
| Participation rate | 28.8% | 70.0%-41.2pp | 76.7%-47.8pp | 69.5%-40.7pp |
| Annual return | 19.41% | 17.33%+2.1pp | 388.13%-368.7pp | 25.83%-6.4pp |
| Employer contribution / active EE | $1,576 | $3,297-52.2% | $4,126-61.8% | $2,584-39.0% |
| Participant deferral / active EE | $2,610 | $4,152-37.1% | $5,247-50.2% | $4,194-37.8% |
| Admin fee / account holder | $2,687 | $8,722-69.2% | $11,799-77.2% | $7,856-65.8% |