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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 | $53,493 | $99,875-46.4% | $146,866-63.6% | $86,983-38.5% |
| Participation rate | 62.9% | 75.8%-12.9pp | 82.5%-19.7pp | 69.5%-6.7pp |
| Annual return | 16.40% | 28.10%-11.7pp | 102.85%-86.5pp | 25.83%-9.4pp |
| Employer contribution / active EE | $1,741 | $3,224-46.0% | $4,425-60.7% | $2,584-32.7% |
| Participant deferral / active EE | $2,948 | $6,322-53.4% | $7,759-62.0% | $4,194-29.7% |
| Admin fee / account holder | $1,211 | $7,838-84.5% | $13,620-91.1% | $7,856-84.6% |