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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 | $55,793 | $80,983-31.1% | $96,544-42.2% | $75,177-25.8% |
| Participation rate | 52.2% | 71.8%-19.6pp | 76.0%-23.8pp | 67.2%-15.0pp |
| Annual return | 19.87% | 27.05%-7.2pp | 25.88%-6.0pp | 160.75%-140.9pp |
| Employer contribution / active EE | $1,478 | $2,282-35.2% | $2,966-50.2% | $2,671-44.7% |
| Participant deferral / active EE | $3,621 | $3,929-7.8% | $4,851-25.4% | $4,126-12.2% |
| Admin fee / account holder | $12,161 | $6,717+81.1% | $8,254+47.3% | $5,651+115.2% |