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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 | $56,184 | $124,980-55.0% | $108,359-48.2% | $154,746-63.7% |
| Participation rate | 54.5% | 75.2%-20.6pp | 70.1%-15.6pp | 80.7%-26.2pp |
| Annual return | 15.33% | 45.00%-29.7pp | 36.89%-21.6pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1,481 | $2,851-48.0% | $2,399-38.3% | $4,379-66.2% |
| Participant deferral / active EE | $2,114 | $4,743-55.4% | $4,137-48.9% | $6,730-68.6% |
| Admin fee / account holder | $10,656 | $11,502-7.4% | $9,741+9.4% | $14,365-25.8% |