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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 | $106,749-51.5% | $145,433-64.4% | $82,448-37.3% |
| Participation rate | 55.2% | 75.6%-20.5pp | 82.1%-26.9pp | 68.1%-12.9pp |
| Annual return | 17.27% | 27.59%-10.3pp | 66.58%-49.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,885 | $3,444-45.3% | $4,554-58.6% | $2,551-26.1% |
| Participant deferral / active EE | $3,084 | $6,519-52.7% | $7,897-60.9% | $4,139-25.5% |
| Admin fee / account holder | $1,774 | $8,390-78.9% | $13,129-86.5% | $7,234-75.5% |