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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 | $49,097 | $88,672-44.6% | $105,223-53.3% | $82,448-40.5% |
| Participation rate | 50.9% | 67.9%-17.0pp | 75.0%-24.1pp | 68.1%-17.1pp |
| Annual return | 13.98% | 30.86%-16.9pp | 180.65%-166.7pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,522 | $3,048-50.1% | $3,689-58.7% | $2,551-40.4% |
| Participant deferral / active EE | $3,366 | $4,036-16.6% | $5,072-33.6% | $4,139-18.7% |
| Admin fee / account holder | $4,618 | $7,146-35.4% | $8,859-47.9% | $7,234-36.2% |