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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 | $61,038 | $87,059-29.9% | $105,608-42.2% | $80,925-24.6% |
| Participation rate | 46.3% | 70.4%-24.1pp | 75.3%-28.9pp | 67.7%-21.3pp |
| Annual return | 16.58% | 17.05%-0.5pp | 116.50%-99.9pp | 35.65%-19.1pp |
| Employer contribution / active EE | $1,255 | $2,396-47.6% | $3,167-60.4% | $2,756-54.5% |
| Participant deferral / active EE | $2,961 | $3,986-25.7% | $5,010-40.9% | $4,299-31.1% |
| Admin fee / account holder | $3,512 | $8,443-58.4% | $11,028-68.2% | $6,940-49.4% |