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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 | $51,484 | $97,751-47.3% | $103,431-50.2% | $145,978-64.7% |
| Participation rate | 42.9% | 81.1%-38.2pp | 80.5%-37.7pp | 80.3%-37.4pp |
| Annual return | 15.53% | 25.43%-9.9pp | 23.92%-8.4pp | 550.52%-535.0pp |
| Employer contribution / active EE | $2,513 | $4,684-46.3% | $4,678-46.3% | $4,662-46.1% |
| Participant deferral / active EE | $4,476 | $6,603-32.2% | $6,625-32.4% | $6,690-33.1% |
| Admin fee / account holder | $52,514 | $12,515+319.6% | $9,412+458.0% | $13,400+291.9% |