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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 | $51,332 | $83,485-38.5% | $125,195-59.0% | $72,976-29.7% |
| Participation rate | 53.8% | 73.3%-19.5pp | 79.8%-25.9pp | 69.5%-15.6pp |
| Annual return | 16.75% | 25.77%-9.0pp | 43.79%-27.0pp | 81.02%-64.3pp |
| Employer contribution / active EE | $1,026 | $2,346-56.3% | $3,866-73.5% | $2,440-57.9% |
| Participant deferral / active EE | $3,856 | $3,586+7.5% | $4,937-21.9% | $3,608+6.9% |
| Admin fee / account holder | $32,110 | $5,518+481.9% | $9,704+230.9% | $5,124+526.6% |