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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 | $53,995 | $89,364-39.6% | $141,177-61.8% | $72,983-26.0% |
| Participation rate | 49.5% | 75.1%-25.7pp | 82.5%-33.0pp | 69.5%-20.0pp |
| Annual return | 19.59% | 111.86%-92.3pp | 71.40%-51.8pp | 81.01%-61.4pp |
| Employer contribution / active EE | $1,491 | $3,115-52.1% | $4,736-68.5% | $2,440-38.9% |
| Participant deferral / active EE | $2,795 | $5,419-48.4% | $6,710-58.3% | $3,608-22.5% |
| Admin fee / account holder | $4,063 | $5,959-31.8% | $10,263-60.4% | $5,124-20.7% |