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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 | $57,863 | $106,864-45.9% | $147,318-60.7% | $82,637-30.0% |
| Participation rate | 53.6% | 75.5%-21.9pp | 82.1%-28.5pp | 68.1%-14.5pp |
| Annual return | 17.90% | 27.49%-9.6pp | 70.43%-52.5pp | 53.51%-35.6pp |
| Employer contribution / active EE | $1,211 | $3,417-64.6% | $4,593-73.6% | $2,552-52.6% |
| Participant deferral / active EE | $4,026 | $6,496-38.0% | $7,906-49.1% | $4,126-2.4% |
| Admin fee / account holder | $15,397 | $8,415+83.0% | $13,708+12.3% | $7,339+109.8% |