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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 | $50,985 | $88,672-42.5% | $105,223-51.5% | $82,448-38.2% |
| Participation rate | 55.6% | 67.9%-12.4pp | 75.0%-19.5pp | 68.1%-12.5pp |
| Annual return | 17.18% | 30.86%-13.7pp | 180.65%-163.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,827 | $3,048-40.1% | $3,689-50.5% | $2,551-28.4% |
| Participant deferral / active EE | $3,049 | $4,036-24.5% | $5,072-39.9% | $4,139-26.3% |
| Admin fee / account holder | $3,182 | $7,146-55.5% | $8,859-64.1% | $7,234-56.0% |