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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 | $56,065 | $91,198-38.5% | $178,503-68.6% | $79,856-29.8% |
| Participation rate | 51.9% | 69.2%-17.4pp | 81.9%-30.1pp | 69.6%-17.8pp |
| Annual return | 16.87% | 24.20%-7.3pp | 151.12%-134.2pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,299 | $3,257-60.1% | $5,011-74.1% | $2,471-47.5% |
| Participant deferral / active EE | $2,385 | $3,237-26.3% | $5,202-54.1% | $3,741-36.2% |
| Admin fee / account holder | $2,480 | $6,748-63.2% | $13,987-82.3% | $5,306-53.3% |