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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 | $45,522 | $114,013-60.1% | $103,693-56.1% | $155,188-70.7% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.1pp | 80.8%-25.2pp |
| Annual return | 10.07% | 49.31%-39.2pp | 47.61%-37.5pp | 148.84%-138.8pp |
| Employer contribution / active EE | $1,020 | $3,131-67.4% | $2,920-65.1% | $4,248-76.0% |
| Participant deferral / active EE | $1,482 | $4,970-70.2% | $4,579-67.6% | $6,531-77.3% |
| Admin fee / account holder | $13,150 | $8,407+56.4% | $7,858+67.3% | $14,480-9.2% |