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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 | $50,918 | $103,393-50.8% | $87,103-41.5% | $152,909-66.7% |
| Participation rate | 60.9% | 79.4%-18.5pp | 76.9%-16.0pp | 82.5%-21.6pp |
| Annual return | 16.78% | 28.10%-11.3pp | 28.19%-11.4pp | 345.46%-328.7pp |
| Employer contribution / active EE | $1,651 | $3,221-48.7% | $2,521-34.5% | $4,764-65.3% |
| Participant deferral / active EE | $3,348 | $4,778-29.9% | $4,049-17.3% | $5,851-42.8% |
| Admin fee / account holder | $3,572 | $12,195-70.7% | $7,491-52.3% | $11,601-69.2% |