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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 | $49,243 | $88,360-44.3% | $145,433-66.1% | $67,986-27.6% |
| Participation rate | 36.9% | 65.5%-28.6pp | 82.1%-45.2pp | 57.2%-20.3pp |
| Annual return | 16.01% | 63.15%-47.1pp | 66.58%-50.6pp | 31.67%-15.7pp |
| Employer contribution / active EE | $1,267 | $3,054-58.5% | $4,554-72.2% | $2,019-37.2% |
| Participant deferral / active EE | $3,321 | $5,932-44.0% | $7,897-57.9% | $3,358-1.1% |
| Admin fee / account holder | $14,319 | $3,313+332.2% | $13,129+9.1% | $3,203+347.0% |