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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 | $49,462 | $88,672-44.2% | $105,223-53.0% | $82,448-40.0% |
| Participation rate | 51.7% | 67.9%-16.2pp | 75.0%-23.3pp | 68.1%-16.3pp |
| Annual return | 18.57% | 30.86%-12.3pp | 180.65%-162.1pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,160 | $3,048-62.0% | $3,689-68.6% | $2,551-54.5% |
| Participant deferral / active EE | $1,909 | $4,036-52.7% | $5,072-62.4% | $4,139-53.9% |
| Admin fee / account holder | $898 | $7,146-87.4% | $8,859-89.9% | $7,234-87.6% |