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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 | $19,690 | $51,207-61.5% | $70,565-72.1% | $75,177-73.8% |
| Participation rate | 49.0% | 61.0%-11.9pp | 68.4%-19.3pp | 67.2%-18.2pp |
| Annual return | 111.52% | 30.05%+81.5pp | 32.79%+78.7pp | 160.75%-49.2pp |
| Employer contribution / active EE | $1,137 | $1,826-37.8% | $2,976-61.8% | $2,671-57.4% |
| Participant deferral / active EE | $2,086 | $2,850-26.8% | $4,568-54.3% | $4,126-49.4% |
| Admin fee / account holder | $1,615 | $4,097-60.6% | $6,430-74.9% | $5,651-71.4% |