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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 | $51,834 | $89,367-42.0% | $141,191-63.3% | $72,975-29.0% |
| Participation rate | 55.9% | 75.1%-19.2pp | 82.5%-26.5pp | 69.5%-13.6pp |
| Annual return | 21.55% | 111.87%-90.3pp | 71.41%-49.9pp | 81.01%-59.5pp |
| Employer contribution / active EE | $1,552 | $3,115-50.2% | $4,736-67.2% | $2,440-36.4% |
| Participant deferral / active EE | $2,347 | $5,419-56.7% | $6,710-65.0% | $3,608-34.9% |
| Admin fee / account holder | $2,839 | $5,957-52.3% | $10,264-72.3% | $5,124-44.6% |