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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 | $51,953 | $91,179-43.0% | $178,499-70.9% | $79,852-34.9% |
| Participation rate | 52.9% | 69.2%-16.3pp | 81.9%-29.0pp | 69.6%-16.7pp |
| Annual return | 23.83% | 24.19%-0.4pp | 151.10%-127.3pp | 31.72%-7.9pp |
| Employer contribution / active EE | $1,486 | $3,256-54.3% | $5,011-70.3% | $2,471-39.8% |
| Participant deferral / active EE | $3,342 | $3,236+3.3% | $5,202-35.7% | $3,740-10.6% |
| Admin fee / account holder | $1,126 | $6,749-83.3% | $13,986-92.0% | $5,306-78.8% |