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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 | $48,612 | $99,875-51.3% | $146,866-66.9% | $86,983-44.1% |
| Participation rate | 47.3% | 75.8%-28.6pp | 82.5%-35.3pp | 69.5%-22.3pp |
| Annual return | 19.53% | 28.10%-8.6pp | 102.85%-83.3pp | 25.83%-6.3pp |
| Employer contribution / active EE | $1,574 | $3,224-51.2% | $4,425-64.4% | $2,584-39.1% |
| Participant deferral / active EE | $3,503 | $6,322-44.6% | $7,759-54.8% | $4,194-16.5% |
| Admin fee / account holder | $11,621 | $7,838+48.3% | $13,620-14.7% | $7,856+47.9% |