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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 | $54,501 | $93,617-41.8% | $135,982-59.9% | $75,177-27.5% |
| Participation rate | 39.8% | 75.2%-35.4pp | 81.9%-42.1pp | 67.2%-27.4pp |
| Annual return | 17.71% | 30.89%-13.2pp | 68.32%-50.6pp | 160.75%-143.0pp |
| Employer contribution / active EE | $1,097 | $3,538-69.0% | $4,859-77.4% | $2,671-58.9% |
| Participant deferral / active EE | $2,774 | $6,406-56.7% | $7,760-64.3% | $4,126-32.8% |
| Admin fee / account holder | $2,425 | $6,980-65.3% | $10,767-77.5% | $5,651-57.1% |