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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 | $43,137 | $89,259-51.7% | $107,187-59.8% | $82,637-47.8% |
| Participation rate | 61.1% | 67.9%-6.8pp | 75.0%-13.9pp | 68.1%-6.9pp |
| Annual return | 15.35% | 21.02%-5.7pp | 204.55%-189.2pp | 53.51%-38.2pp |
| Employer contribution / active EE | $1,440 | $3,080-53.2% | $3,782-61.9% | $2,552-43.6% |
| Participant deferral / active EE | $3,393 | $4,037-16.0% | $5,096-33.4% | $4,126-17.8% |
| Admin fee / account holder | $3,468 | $7,381-53.0% | $9,162-62.2% | $7,339-52.7% |