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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 | $80,674-30.8% | $119,126-53.1% | $64,340-13.2% |
| Participation rate | 27.0% | 55.2%-28.2pp | 75.8%-48.7pp | 55.2%-28.2pp |
| Annual return | 26.07% | 26.86%-0.8pp | 282.11%-256.0pp | 24.14%+1.9pp |
| Employer contribution / active EE | $1,105 | $2,564-56.9% | $4,034-72.6% | $1,862-40.7% |
| Participant deferral / active EE | $1,666 | $3,053-45.5% | $5,318-68.7% | $2,980-44.1% |
| Admin fee / account holder | $1,984 | $4,559-56.5% | $10,693-81.5% | $3,703-46.4% |