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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 | $51,762 | $89,367-42.1% | $141,191-63.3% | $72,975-29.1% |
| Participation rate | 59.5% | 75.1%-15.6pp | 82.5%-23.0pp | 69.5%-10.0pp |
| Annual return | 20.26% | 111.87%-91.6pp | 71.41%-51.1pp | 81.01%-60.7pp |
| Employer contribution / active EE | $1,693 | $3,115-45.6% | $4,736-64.2% | $2,440-30.6% |
| Participant deferral / active EE | $3,408 | $5,419-37.1% | $6,710-49.2% | $3,608-5.5% |
| Admin fee / account holder | $3,801 | $5,957-36.2% | $10,264-63.0% | $5,124-25.8% |