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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 | $50,308 | $45,050+11.7% | $63,018-20.2% | $70,126-28.3% |
| Participation rate | 35.9% | 69.5%-33.6pp | 74.8%-38.9pp | 69.5%-33.6pp |
| Annual return | 17.17% | 18.76%-1.6pp | 87.62%-70.4pp | 73.15%-56.0pp |
| Employer contribution / active EE | $940 | $2,052-54.2% | $2,761-65.9% | $2,343-59.9% |
| Participant deferral / active EE | $1,217 | $2,466-50.6% | $3,330-63.4% | $3,332-63.5% |
| Admin fee / account holder | $6,369 | $2,834+124.7% | $3,601+76.9% | $4,645+37.1% |