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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 | $49,551 | $93,346-46.9% | $71,796-31.0% | $273,972-81.9% |
| Participation rate | 55.6% | 76.5%-21.0pp | 69.1%-13.6pp | 83.0%-27.5pp |
| Annual return | 6.86% | 130.39%-123.5pp | 78.04%-71.2pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,202 | $2,733-56.0% | $1,924-37.6% | $4,869-75.3% |
| Participant deferral / active EE | $4,094 | $3,475+17.8% | $2,794+46.5% | $5,287-22.6% |
| Admin fee / account holder | $1,056 | $6,571-83.9% | $4,815-78.1% | $10,133-89.6% |