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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 | $55,928 | $84,236-33.6% | $170,435-67.2% | $70,126-20.2% |
| Participation rate | 51.8% | 70.8%-19.0pp | 83.6%-31.8pp | 69.5%-17.8pp |
| Annual return | 13.61% | 23.06%-9.4pp | 205.94%-192.3pp | 73.15%-59.5pp |
| Employer contribution / active EE | $1,878 | $3,387-44.5% | $5,432-65.4% | $2,343-19.8% |
| Participant deferral / active EE | $4,160 | $3,086+34.8% | $4,939-15.8% | $3,332+24.9% |
| Admin fee / account holder | $11,032 | $5,698+93.6% | $13,881-20.5% | $4,645+137.5% |