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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 | $53,289 | $91,559-41.8% | $133,971-60.2% | $79,852-33.3% |
| Participation rate | 53.3% | 73.3%-20.0pp | 79.8%-26.5pp | 69.6%-16.3pp |
| Annual return | 11.76% | 61.85%-50.1pp | 45.09%-33.3pp | 31.72%-20.0pp |
| Employer contribution / active EE | $1,790 | $2,384-24.9% | $3,919-54.3% | $2,471-27.6% |
| Participant deferral / active EE | $1,886 | $3,734-49.5% | $5,047-62.6% | $3,740-49.6% |
| Admin fee / account holder | $4,750 | $6,321-24.9% | $8,929-46.8% | $5,306-10.5% |