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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 | $54,520 | $83,369-34.6% | $105,223-48.2% | $67,986-19.8% |
| Participation rate | 32.5% | 56.3%-23.8pp | 75.0%-42.5pp | 57.2%-24.7pp |
| Annual return | 19.64% | 24.64%-5.0pp | 180.65%-161.0pp | 31.67%-12.0pp |
| Employer contribution / active EE | $1,589 | $2,541-37.5% | $3,689-56.9% | $2,019-21.3% |
| Participant deferral / active EE | $2,770 | $3,295-15.9% | $5,072-45.4% | $3,358-17.5% |
| Admin fee / account holder | $1,363 | $4,073-66.5% | $8,859-84.6% | $3,203-57.4% |