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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 | $57,938 | $88,672-34.7% | $105,223-44.9% | $82,448-29.7% |
| Participation rate | 56.0% | 67.9%-11.9pp | 75.0%-19.0pp | 68.1%-12.1pp |
| Annual return | 14.42% | 30.86%-16.4pp | 180.65%-166.2pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,387 | $3,048-54.5% | $3,689-62.4% | $2,551-45.6% |
| Participant deferral / active EE | $2,063 | $4,036-48.9% | $5,072-59.3% | $4,139-50.2% |
| Admin fee / account holder | $5,820 | $7,146-18.6% | $8,859-34.3% | $7,234-19.6% |