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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 | $51,615 | $72,486-28.8% | $87,103-40.7% | $72,976-29.3% |
| Participation rate | 56.8% | 72.8%-16.0pp | 76.9%-20.1pp | 69.5%-12.7pp |
| Annual return | 51.45% | 24.46%+27.0pp | 28.19%+23.3pp | 81.02%-29.6pp |
| Employer contribution / active EE | $1,392 | $1,894-26.5% | $2,521-44.8% | $2,440-43.0% |
| Participant deferral / active EE | $2,946 | $3,270-9.9% | $4,049-27.2% | $3,608-18.3% |
| Admin fee / account holder | $9,427 | $5,055+86.5% | $7,491+25.8% | $5,124+84.0% |