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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 | $53,559 | $108,825-50.8% | $156,181-65.7% | $82,448-35.0% |
| Participation rate | 54.9% | 72.4%-17.4pp | 78.8%-23.9pp | 68.1%-13.1pp |
| Annual return | 16.22% | 20.59%-4.4pp | 64.87%-48.7pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,500 | $2,870-47.7% | $4,294-65.1% | $2,551-41.2% |
| Participant deferral / active EE | $3,080 | $4,577-32.7% | $6,132-49.8% | $4,139-25.6% |
| Admin fee / account holder | $5,437 | $9,341-41.8% | $14,586-62.7% | $7,234-24.8% |