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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 | $51,397 | $99,994-48.6% | $146,643-65.0% | $85,847-40.1% |
| Participation rate | 55.9% | 73.1%-17.2pp | 80.1%-24.2pp | 69.3%-13.4pp |
| Annual return | 16.59% | 18.93%-2.3pp | 22.75%-6.2pp | 318.61%-302.0pp |
| Employer contribution / active EE | $1,233 | $2,559-51.8% | $4,137-70.2% | $2,565-52.0% |
| Participant deferral / active EE | $6,135 | $4,006+53.2% | $5,506+11.4% | $3,952+55.2% |
| Admin fee / account holder | $1,142 | $7,703-85.2% | $10,280-88.9% | $6,261-81.8% |