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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 | $52,082 | $84,236-38.2% | $170,435-69.4% | $70,126-25.7% |
| Participation rate | 55.3% | 70.8%-15.5pp | 83.6%-28.3pp | 69.5%-14.2pp |
| Annual return | 13.92% | 23.06%-9.1pp | 205.94%-192.0pp | 73.15%-59.2pp |
| Employer contribution / active EE | $1,877 | $3,387-44.6% | $5,432-65.4% | $2,343-19.9% |
| Participant deferral / active EE | $1,499 | $3,086-51.4% | $4,939-69.6% | $3,332-55.0% |
| Admin fee / account holder | $1,486 | $5,698-73.9% | $13,881-89.3% | $4,645-68.0% |