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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 | $47,329 | $80,674-41.3% | $119,126-60.3% | $64,340-26.4% |
| Participation rate | 53.5% | 55.2%-1.7pp | 75.8%-22.2pp | 55.2%-1.7pp |
| Annual return | 18.19% | 26.86%-8.7pp | 282.11%-263.9pp | 24.14%-6.0pp |
| Employer contribution / active EE | $1,136 | $2,564-55.7% | $4,034-71.8% | $1,862-39.0% |
| Participant deferral / active EE | $2,025 | $3,053-33.7% | $5,318-61.9% | $2,980-32.0% |
| Admin fee / account holder | $3,184 | $4,559-30.2% | $10,693-70.2% | $3,703-14.0% |