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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 | $52,667 | $89,364-41.1% | $141,177-62.7% | $72,983-27.8% |
| Participation rate | 51.7% | 75.1%-23.4pp | 82.5%-30.7pp | 69.5%-17.8pp |
| Annual return | 21.65% | 111.86%-90.2pp | 71.40%-49.7pp | 81.01%-59.4pp |
| Employer contribution / active EE | $1,904 | $3,115-38.9% | $4,736-59.8% | $2,440-21.9% |
| Participant deferral / active EE | $6,403 | $5,419+18.2% | $6,710-4.6% | $3,608+77.5% |
| Admin fee / account holder | $6,776 | $5,959+13.7% | $10,263-34.0% | $5,124+32.2% |