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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 | $61,383 | $89,259-31.2% | $107,187-42.7% | $82,637-25.7% |
| Participation rate | 45.1% | 67.9%-22.8pp | 75.0%-29.9pp | 68.1%-23.0pp |
| Annual return | 14.80% | 21.02%-6.2pp | 204.55%-189.7pp | 53.51%-38.7pp |
| Employer contribution / active EE | $1,129 | $3,080-63.3% | $3,782-70.1% | $2,552-55.7% |
| Participant deferral / active EE | $2,500 | $4,037-38.1% | $5,096-50.9% | $4,126-39.4% |
| Admin fee / account holder | $3,917 | $7,381-46.9% | $9,162-57.3% | $7,339-46.6% |