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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 | $50,599 | $99,875-49.3% | $146,866-65.5% | $86,983-41.8% |
| Participation rate | 45.5% | 75.8%-30.4pp | 82.5%-37.1pp | 69.5%-24.1pp |
| Annual return | 16.21% | 28.10%-11.9pp | 102.85%-86.6pp | 25.83%-9.6pp |
| Employer contribution / active EE | $1,701 | $3,224-47.2% | $4,425-61.5% | $2,584-34.2% |
| Participant deferral / active EE | $4,169 | $6,322-34.1% | $7,759-46.3% | $4,194-0.6% |
| Admin fee / account holder | $12,141 | $7,838+54.9% | $13,620-10.9% | $7,856+54.5% |