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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 | $83,369-38.7% | $105,223-51.4% | $67,986-24.8% |
| Participation rate | 50.7% | 56.3%-5.6pp | 75.0%-24.3pp | 57.2%-6.5pp |
| Annual return | 21.17% | 24.64%-3.5pp | 180.65%-159.5pp | 31.67%-10.5pp |
| Employer contribution / active EE | $1,067 | $2,541-58.0% | $3,689-71.1% | $2,019-47.2% |
| Participant deferral / active EE | $2,478 | $3,295-24.8% | $5,072-51.1% | $3,358-26.2% |
| Admin fee / account holder | $3,280 | $4,073-19.5% | $8,859-63.0% | $3,203+2.4% |