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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 | $55,845 | $80,332-30.5% | $107,187-47.9% | $64,097-12.9% |
| Participation rate | 27.0% | 54.4%-27.4pp | 75.0%-48.0pp | 55.2%-28.2pp |
| Annual return | 26.07% | 24.26%+1.8pp | 204.55%-178.5pp | 34.64%-8.6pp |
| Employer contribution / active EE | $1,105 | $2,501-55.8% | $3,782-70.8% | $1,891-41.6% |
| Participant deferral / active EE | $1,666 | $3,109-46.4% | $5,096-67.3% | $3,080-45.9% |
| Admin fee / account holder | $1,984 | $4,314-54.0% | $9,162-78.4% | $3,454-42.6% |