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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 | $49,096 | $78,690-37.6% | $161,489-69.6% | $87,485-43.9% |
| Participation rate | 41.3% | 67.5%-26.2pp | 78.7%-37.4pp | 68.9%-27.6pp |
| Annual return | 15.48% | 32.74%-17.3pp | 89.72%-74.2pp | 26.06%-10.6pp |
| Employer contribution / active EE | $1,087 | $2,588-58.0% | $4,268-74.5% | $2,596-58.1% |
| Participant deferral / active EE | $4,619 | $3,311+39.5% | $5,630-17.9% | $4,274+8.1% |
| Admin fee / account holder | $11,470 | $6,724+70.6% | $16,006-28.3% | $7,775+47.5% |