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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 | $88,672-39.5% | $105,223-49.0% | $82,448-35.0% |
| Participation rate | 48.4% | 67.9%-19.5pp | 75.0%-26.7pp | 68.1%-19.7pp |
| Annual return | 16.82% | 30.86%-14.0pp | 180.65%-163.8pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,782 | $3,048-41.5% | $3,689-51.7% | $2,551-30.1% |
| Participant deferral / active EE | $4,755 | $4,036+17.8% | $5,072-6.2% | $4,139+14.9% |
| Admin fee / account holder | $653 | $7,146-90.9% | $8,859-92.6% | $7,234-91.0% |