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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 | $48,673 | $98,766-50.7% | $149,730-67.5% | $79,852-39.0% |
| Participation rate | 61.5% | 75.8%-14.2pp | 82.5%-20.9pp | 69.6%-8.1pp |
| Annual return | 17.01% | 27.43%-10.4pp | 276.70%-259.7pp | 31.72%-14.7pp |
| Employer contribution / active EE | $1,185 | $3,217-63.2% | $4,645-74.5% | $2,471-52.0% |
| Participant deferral / active EE | $5,069 | $5,681-10.8% | $6,843-25.9% | $3,740+35.5% |
| Admin fee / account holder | $2,052 | $6,052-66.1% | $9,310-78.0% | $5,306-61.3% |