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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 | $50,538 | $80,705-37.4% | $115,768-56.3% | $67,986-25.7% |
| Participation rate | 45.9% | 63.0%-17.1pp | 74.4%-28.5pp | 57.2%-11.3pp |
| Annual return | 14.67% | 18.49%-3.8pp | 100.46%-85.8pp | 31.67%-17.0pp |
| Employer contribution / active EE | $1,550 | $2,046-24.2% | $2,940-47.3% | $2,019-23.2% |
| Participant deferral / active EE | $3,184 | $3,559-10.5% | $4,917-35.2% | $3,358-5.2% |
| Admin fee / account holder | $13,762 | $4,135+232.8% | $12,439+10.6% | $3,203+329.6% |