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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 | $50,213 | $89,259-43.7% | $107,187-53.2% | $82,637-39.2% |
| Participation rate | 55.6% | 67.9%-12.4pp | 75.0%-19.5pp | 68.1%-12.5pp |
| Annual return | 17.69% | 21.02%-3.3pp | 204.55%-186.9pp | 53.51%-35.8pp |
| Employer contribution / active EE | $1,859 | $3,080-39.6% | $3,782-50.8% | $2,552-27.2% |
| Participant deferral / active EE | $4,030 | $4,037-0.2% | $5,096-20.9% | $4,126-2.3% |
| Admin fee / account holder | $1,789 | $7,381-75.8% | $9,162-80.5% | $7,339-75.6% |