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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 | $52,468 | $114,013-54.0% | $103,693-49.4% | $155,188-66.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 15.28% | 49.31%-34.0pp | 47.61%-32.3pp | 148.84%-133.6pp |
| Employer contribution / active EE | $1,059 | $3,131-66.2% | $2,920-63.7% | $4,248-75.1% |
| Participant deferral / active EE | $1,324 | $4,970-73.4% | $4,579-71.1% | $6,531-79.7% |
| Admin fee / account holder | $632 | $8,407-92.5% | $7,858-92.0% | $14,480-95.6% |