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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 | $47,239 | $83,369-43.3% | $105,223-55.1% | $67,986-30.5% |
| Participation rate | 55.8% | 56.3%-0.5pp | 75.0%-19.3pp | 57.2%-1.4pp |
| Annual return | 21.58% | 24.64%-3.1pp | 180.65%-159.1pp | 31.67%-10.1pp |
| Employer contribution / active EE | $1,900 | $2,541-25.2% | $3,689-48.5% | $2,019-5.9% |
| Participant deferral / active EE | $3,592 | $3,295+9.0% | $5,072-29.2% | $3,358+7.0% |
| Admin fee / account holder | $11,532 | $4,073+183.2% | $8,859+30.2% | $3,203+260.0% |