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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 | $53,537 | $78,428-31.7% | $95,960-44.2% | $79,852-33.0% |
| Participation rate | 55.9% | 73.5%-17.6pp | 77.1%-21.2pp | 69.6%-13.8pp |
| Annual return | 12.63% | 19.37%-6.7pp | 91.63%-79.0pp | 31.72%-19.1pp |
| Employer contribution / active EE | $549 | $1,945-71.8% | $2,541-78.4% | $2,471-77.8% |
| Participant deferral / active EE | $1,997 | $3,440-42.0% | $4,167-52.1% | $3,740-46.6% |
| Admin fee / account holder | $1,624 | $5,622-71.1% | $6,797-76.1% | $5,306-69.4% |