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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 | $50,087 | $88,672-43.5% | $105,223-52.4% | $82,448-39.3% |
| Participation rate | 37.5% | 67.9%-30.4pp | 75.0%-37.5pp | 68.1%-30.6pp |
| Annual return | 18.71% | 30.86%-12.1pp | 180.65%-161.9pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,759 | $3,048-42.3% | $3,689-52.3% | $2,551-31.1% |
| Participant deferral / active EE | $3,483 | $4,036-13.7% | $5,072-31.3% | $4,139-15.9% |
| Admin fee / account holder | $5,712 | $7,146-20.1% | $8,859-35.5% | $7,234-21.0% |