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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 | $105,284-53.4% | $150,734-67.4% | $94,015-47.8% |
| Participation rate | 50.9% | 71.7%-20.8pp | 78.4%-27.5pp | 70.8%-19.9pp |
| Annual return | 13.98% | 15.67%-1.7pp | 600.81%-586.8pp | 17.84%-3.9pp |
| Employer contribution / active EE | $1,522 | $3,599-57.7% | $4,918-69.1% | $2,790-45.5% |
| Participant deferral / active EE | $3,366 | $4,274-21.2% | $5,610-40.0% | $4,249-20.8% |
| Admin fee / account holder | $4,618 | $9,839-53.1% | $14,905-69.0% | $8,951-48.4% |