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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 | $50,296 | $90,400-44.4% | $186,193-73.0% | $87,485-42.5% |
| Participation rate | 55.6% | 66.2%-10.6pp | 77.1%-21.6pp | 68.9%-13.4pp |
| Annual return | 17.29% | 22.15%-4.9pp | 78.03%-60.7pp | 26.06%-8.8pp |
| Employer contribution / active EE | $1,530 | $2,170-29.5% | $3,918-61.0% | $2,596-41.1% |
| Participant deferral / active EE | $3,788 | $4,330-12.5% | $6,513-41.8% | $4,274-11.4% |
| Admin fee / account holder | $1,347 | $8,673-84.5% | $11,058-87.8% | $7,775-82.7% |