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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 | $52,108 | $103,392-49.6% | $87,104-40.2% | $152,897-65.9% |
| Participation rate | 38.5% | 79.4%-40.9pp | 76.9%-38.4pp | 82.5%-44.0pp |
| Annual return | 19.59% | 28.10%-8.5pp | 28.19%-8.6pp | 345.43%-325.8pp |
| Employer contribution / active EE | $1,069 | $3,221-66.8% | $2,521-57.6% | $4,764-77.5% |
| Participant deferral / active EE | $2,557 | $4,778-46.5% | $4,048-36.8% | $5,851-56.3% |
| Admin fee / account holder | $534 | $12,194-95.6% | $7,491-92.9% | $11,599-95.4% |