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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 | $51,332 | $78,423-34.5% | $95,964-46.5% | $79,856-35.7% |
| Participation rate | 45.2% | 73.5%-28.3pp | 77.1%-31.9pp | 69.6%-24.5pp |
| Annual return | 17.29% | 19.37%-2.1pp | 91.64%-74.4pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,047 | $1,945-46.2% | $2,541-58.8% | $2,471-57.6% |
| Participant deferral / active EE | $3,635 | $3,440+5.7% | $4,167-12.7% | $3,741-2.8% |
| Admin fee / account holder | $9,447 | $5,622+68.0% | $6,797+39.0% | $5,306+78.0% |