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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 | $51,639 | $78,690-34.4% | $161,489-68.0% | $87,485-41.0% |
| Participation rate | 51.7% | 67.5%-15.7pp | 78.7%-27.0pp | 68.9%-17.2pp |
| Annual return | 19.01% | 32.74%-13.7pp | 89.72%-70.7pp | 26.06%-7.1pp |
| Employer contribution / active EE | $1,814 | $2,588-29.9% | $4,268-57.5% | $2,596-30.1% |
| Participant deferral / active EE | $4,124 | $3,311+24.6% | $5,630-26.7% | $4,274-3.5% |
| Admin fee / account holder | $2,081 | $6,724-69.1% | $16,006-87.0% | $7,775-73.2% |