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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 | $53,616 | $105,284-49.1% | $150,734-64.4% | $94,015-43.0% |
| Participation rate | 48.4% | 71.7%-23.3pp | 78.4%-30.1pp | 70.8%-22.4pp |
| Annual return | 16.82% | 15.67%+1.1pp | 600.81%-584.0pp | 17.84%-1.0pp |
| Employer contribution / active EE | $1,782 | $3,599-50.5% | $4,918-63.8% | $2,790-36.1% |
| Participant deferral / active EE | $4,755 | $4,274+11.3% | $5,610-15.2% | $4,249+11.9% |
| Admin fee / account holder | $653 | $9,839-93.4% | $14,905-95.6% | $8,951-92.7% |