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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 | $54,660 | $86,298-36.7% | $111,308-50.9% | $85,847-36.3% |
| Participation rate | 39.2% | 73.3%-34.1pp | 77.3%-38.1pp | 69.3%-30.1pp |
| Annual return | 15.95% | 19.99%-4.0pp | 54.67%-38.7pp | 318.61%-302.7pp |
| Employer contribution / active EE | $1,112 | $2,044-45.6% | $2,732-59.3% | $2,565-56.7% |
| Participant deferral / active EE | $2,406 | $3,641-33.9% | $4,487-46.4% | $3,952-39.1% |
| Admin fee / account holder | $1,940 | $8,189-76.3% | $7,965-75.6% | $6,261-69.0% |