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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 | $51,908 | $93,598-44.5% | $135,974-61.8% | $75,173-30.9% |
| Participation rate | 55.2% | 75.2%-20.0pp | 81.9%-26.7pp | 67.2%-12.0pp |
| Annual return | 16.97% | 30.89%-13.9pp | 68.30%-51.3pp | 160.72%-143.8pp |
| Employer contribution / active EE | $1,132 | $3,538-68.0% | $4,859-76.7% | $2,671-57.6% |
| Participant deferral / active EE | $3,481 | $6,405-45.7% | $7,760-55.1% | $4,126-15.6% |
| Admin fee / account holder | $9,026 | $6,978+29.4% | $10,767-16.2% | $5,651+59.7% |