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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 | $51,720 | $83,369-38.0% | $105,223-50.8% | $67,986-23.9% |
| Participation rate | 40.4% | 56.3%-15.8pp | 75.0%-34.6pp | 57.2%-16.8pp |
| Annual return | 20.72% | 24.64%-3.9pp | 180.65%-159.9pp | 31.67%-10.9pp |
| Employer contribution / active EE | $1,412 | $2,541-44.4% | $3,689-61.7% | $2,019-30.1% |
| Participant deferral / active EE | $2,418 | $3,295-26.6% | $5,072-52.3% | $3,358-28.0% |
| Admin fee / account holder | $5,129 | $4,073+25.9% | $8,859-42.1% | $3,203+60.1% |