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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 | $53,164 | $88,672-40.0% | $105,223-49.5% | $82,448-35.5% |
| Participation rate | 45.1% | 67.9%-22.8pp | 75.0%-29.9pp | 68.1%-23.0pp |
| Annual return | 14.70% | 30.86%-16.2pp | 180.65%-165.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,423 | $3,048-53.3% | $3,689-61.4% | $2,551-44.2% |
| Participant deferral / active EE | $3,811 | $4,036-5.6% | $5,072-24.9% | $4,139-7.9% |
| Admin fee / account holder | $338 | $7,146-95.3% | $8,859-96.2% | $7,234-95.3% |