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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 | $51,050 | $91,760-44.4% | $156,181-67.3% | $67,986-24.9% |
| Participation rate | 45.3% | 65.0%-19.7pp | 78.8%-33.5pp | 57.2%-11.9pp |
| Annual return | 15.28% | 18.14%-2.9pp | 64.87%-49.6pp | 31.67%-16.4pp |
| Employer contribution / active EE | $1,696 | $2,419-29.9% | $4,294-60.5% | $2,019-16.0% |
| Participant deferral / active EE | $2,432 | $3,960-38.6% | $6,132-60.3% | $3,358-27.6% |
| Admin fee / account holder | $12,525 | $3,949+217.2% | $14,586-14.1% | $3,203+291.0% |