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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 | $46,617 | $96,731-51.8% | $123,973-62.4% | $86,983-46.4% |
| Participation rate | 56.1% | 70.0%-13.9pp | 76.7%-20.6pp | 69.5%-13.4pp |
| Annual return | 21.14% | 17.33%+3.8pp | 388.13%-367.0pp | 25.83%-4.7pp |
| Employer contribution / active EE | $1,396 | $3,297-57.6% | $4,126-66.2% | $2,584-46.0% |
| Participant deferral / active EE | $2,266 | $4,152-45.4% | $5,247-56.8% | $4,194-46.0% |
| Admin fee / account holder | $6,681 | $8,722-23.4% | $11,799-43.4% | $7,856-15.0% |