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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 | $51,561 | $103,387-50.1% | $87,102-40.8% | $152,885-66.3% |
| Participation rate | 54.2% | 79.4%-25.2pp | 76.9%-22.7pp | 82.5%-28.3pp |
| Annual return | 28.74% | 28.10%+0.6pp | 28.19%+0.5pp | 345.39%-316.7pp |
| Employer contribution / active EE | $1,254 | $3,221-61.1% | $2,521-50.3% | $4,763-73.7% |
| Participant deferral / active EE | $3,232 | $4,778-32.4% | $4,048-20.2% | $5,851-44.8% |
| Admin fee / account holder | $617 | $12,193-94.9% | $7,491-91.8% | $11,598-94.7% |