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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 | $49,966 | $99,994-50.0% | $146,647-65.9% | $85,851-41.8% |
| Participation rate | 51.5% | 73.1%-21.5pp | 80.1%-28.6pp | 69.3%-17.8pp |
| Annual return | 24.25% | 18.93%+5.3pp | 22.75%+1.5pp | 318.63%-294.4pp |
| Employer contribution / active EE | $1,500 | $2,559-41.4% | $4,137-63.8% | $2,565-41.5% |
| Participant deferral / active EE | $3,635 | $4,006-9.3% | $5,506-34.0% | $3,952-8.0% |
| Admin fee / account holder | $893 | $7,703-88.4% | $10,281-91.3% | $6,261-85.7% |