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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 | $53,778 | $108,825-50.6% | $156,181-65.6% | $82,448-34.8% |
| Participation rate | 57.1% | 72.4%-15.2pp | 78.8%-21.7pp | 68.1%-10.9pp |
| Annual return | 13.20% | 20.59%-7.4pp | 64.87%-51.7pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,926 | $2,870-32.9% | $4,294-55.2% | $2,551-24.5% |
| Participant deferral / active EE | $2,491 | $4,577-45.6% | $6,132-59.4% | $4,139-39.8% |
| Admin fee / account holder | $10,825 | $9,341+15.9% | $14,586-25.8% | $7,234+49.6% |