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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 | $89,259-47.8% | $107,187-56.5% | $82,637-43.6% |
| Participation rate | 56.1% | 67.9%-11.8pp | 75.0%-18.9pp | 68.1%-12.0pp |
| Annual return | 21.14% | 21.02%+0.1pp | 204.55%-183.4pp | 53.51%-32.4pp |
| Employer contribution / active EE | $1,396 | $3,080-54.7% | $3,782-63.1% | $2,552-45.3% |
| Participant deferral / active EE | $2,266 | $4,037-43.9% | $5,096-55.5% | $4,126-45.1% |
| Admin fee / account holder | $6,681 | $7,381-9.5% | $9,162-27.1% | $7,339-9.0% |