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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 | $53,497 | $60,442-11.5% | $96,754-44.7% | $87,485-38.9% |
| Participation rate | 43.5% | 58.7%-15.2pp | 70.3%-26.7pp | 68.9%-25.4pp |
| Annual return | 15.43% | 21.97%-6.5pp | 82.04%-66.6pp | 26.06%-10.6pp |
| Employer contribution / active EE | $1,002 | $1,691-40.7% | $2,679-62.6% | $2,596-61.4% |
| Participant deferral / active EE | $1,890 | $3,280-42.4% | $4,758-60.3% | $4,274-55.8% |
| Admin fee / account holder | $5,601 | $5,069+10.5% | $8,905-37.1% | $7,775-28.0% |