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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 | $88,672-44.4% | $105,223-53.1% | $82,448-40.2% |
| Participation rate | 28.8% | 67.9%-39.1pp | 75.0%-46.2pp | 68.1%-39.2pp |
| Annual return | 19.41% | 30.86%-11.4pp | 180.65%-161.2pp | 41.64%-22.2pp |
| Employer contribution / active EE | $1,576 | $3,048-48.3% | $3,689-57.3% | $2,551-38.2% |
| Participant deferral / active EE | $2,610 | $4,036-35.3% | $5,072-48.5% | $4,139-36.9% |
| Admin fee / account holder | $2,687 | $7,146-62.4% | $8,859-69.7% | $7,234-62.9% |