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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 | $50,679 | $80,781-37.3% | $102,437-50.5% | $74,478-32.0% |
| Participation rate | 37.7% | 65.7%-28.0pp | 74.5%-36.8pp | 67.2%-29.6pp |
| Annual return | 24.30% | 27.58%-3.3pp | 24.95%-0.6pp | 1370.56%-1346.3pp |
| Employer contribution / active EE | $823 | $3,160-74.0% | $3,871-78.7% | $2,626-68.7% |
| Participant deferral / active EE | $2,480 | $3,862-35.8% | $5,060-51.0% | $4,350-43.0% |
| Admin fee / account holder | $3,646 | $2,372+53.7% | $8,388-56.5% | $1,946+87.4% |