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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 | $53,061 | $75,183-29.4% | $123,894-57.2% | $55,167-3.8% |
| Participation rate | 38.9% | 72.8%-33.9pp | 81.4%-42.5pp | 69.0%-30.1pp |
| Annual return | 19.87% | 19.01%+0.9pp | 47.52%-27.6pp | 169.23%-149.4pp |
| Employer contribution / active EE | $983 | $2,823-65.2% | $4,617-78.7% | $1,963-49.9% |
| Participant deferral / active EE | $5,020 | $5,084-1.3% | $5,984-16.1% | $3,054+64.4% |
| Admin fee / account holder | $5,213 | $663+686.9% | $8,357-37.6% | $504+934.6% |