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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 | $51,133 | $83,843-39.0% | $123,973-58.8% | $65,306-21.7% |
| Participation rate | 50.7% | 56.0%-5.2pp | 76.7%-25.9pp | 57.7%-6.9pp |
| Annual return | 21.17% | 19.87%+1.3pp | 388.13%-367.0pp | 21.94%-0.8pp |
| Employer contribution / active EE | $1,067 | $2,873-62.9% | $4,126-74.1% | $1,967-45.8% |
| Participant deferral / active EE | $2,478 | $2,997-17.3% | $5,247-52.8% | $2,959-16.3% |
| Admin fee / account holder | $3,280 | $4,735-30.7% | $11,799-72.2% | $3,480-5.7% |