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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 | $51,733 | $107,421-51.8% | $182,262-71.6% | $94,015-45.0% |
| Participation rate | 55.2% | 77.8%-22.6pp | 84.2%-29.0pp | 70.8%-15.6pp |
| Annual return | 17.27% | 21.32%-4.0pp | 140.60%-123.3pp | 17.84%-0.6pp |
| Employer contribution / active EE | $1,885 | $3,448-45.3% | $5,046-62.6% | $2,790-32.4% |
| Participant deferral / active EE | $3,084 | $6,558-53.0% | $8,276-62.7% | $4,249-27.4% |
| Admin fee / account holder | $1,774 | $8,692-79.6% | $16,712-89.4% | $8,951-80.2% |