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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 | $49,790 | $87,733-43.2% | $106,551-53.3% | $85,856-42.0% |
| Participation rate | 51.0% | 71.9%-20.9pp | 76.1%-25.1pp | 69.3%-18.3pp |
| Annual return | 11.42% | 21.86%-10.4pp | 26.80%-15.4pp | 318.58%-307.2pp |
| Employer contribution / active EE | $1,226 | $2,073-40.8% | $2,819-56.5% | $2,565-52.2% |
| Participant deferral / active EE | $2,213 | $3,469-36.2% | $4,398-49.7% | $3,952-44.0% |
| Admin fee / account holder | $11,723 | $6,767+73.2% | $7,408+58.3% | $6,261+87.3% |