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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 | $50,958 | $89,259-42.9% | $107,187-52.5% | $82,637-38.3% |
| Participation rate | 37.5% | 67.9%-30.4pp | 75.0%-37.5pp | 68.1%-30.6pp |
| Annual return | 14.84% | 21.02%-6.2pp | 204.55%-189.7pp | 53.51%-38.7pp |
| Employer contribution / active EE | $1,244 | $3,080-59.6% | $3,782-67.1% | $2,552-51.2% |
| Participant deferral / active EE | $3,308 | $4,037-18.1% | $5,096-35.1% | $4,126-19.8% |
| Admin fee / account holder | $6,635 | $7,381-10.1% | $9,162-27.6% | $7,339-9.6% |