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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 | $50,212 | $78,423-36.0% | $95,964-47.7% | $79,856-37.1% |
| Participation rate | 43.8% | 73.5%-29.7pp | 77.1%-33.3pp | 69.6%-25.9pp |
| Annual return | 28.34% | 19.37%+9.0pp | 91.64%-63.3pp | 31.71%-3.4pp |
| Employer contribution / active EE | $1,365 | $1,945-29.8% | $2,541-46.3% | $2,471-44.8% |
| Participant deferral / active EE | $1,886 | $3,440-45.2% | $4,167-54.7% | $3,741-49.6% |
| Admin fee / account holder | $510 | $5,622-90.9% | $6,797-92.5% | $5,306-90.4% |