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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 | $47,127 | $84,236-44.1% | $170,435-72.3% | $70,126-32.8% |
| Participation rate | 50.0% | 70.8%-20.8pp | 83.6%-33.6pp | 69.5%-19.5pp |
| Annual return | 17.65% | 23.06%-5.4pp | 205.94%-188.3pp | 73.15%-55.5pp |
| Employer contribution / active EE | $1,975 | $3,387-41.7% | $5,432-63.6% | $2,343-15.7% |
| Participant deferral / active EE | $3,149 | $3,086+2.0% | $4,939-36.2% | $3,332-5.5% |
| Admin fee / account holder | $3,670 | $5,698-35.6% | $13,881-73.6% | $4,645-21.0% |