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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 | $57,037 | $89,259-36.1% | $107,187-46.8% | $82,637-31.0% |
| Participation rate | 60.0% | 67.9%-7.9pp | 75.0%-15.0pp | 68.1%-8.1pp |
| Annual return | 18.49% | 21.02%-2.5pp | 204.55%-186.1pp | 53.51%-35.0pp |
| Employer contribution / active EE | $1,905 | $3,080-38.2% | $3,782-49.6% | $2,552-25.4% |
| Participant deferral / active EE | $3,016 | $4,037-25.3% | $5,096-40.8% | $4,126-26.9% |
| Admin fee / account holder | $1,077 | $7,381-85.4% | $9,162-88.3% | $7,339-85.3% |