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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 | $50,353 | $73,978-31.9% | $96,515-47.8% | $75,173-33.0% |
| Participation rate | 53.9% | 66.4%-12.5pp | 74.3%-20.4pp | 67.2%-13.3pp |
| Annual return | 16.30% | 26.72%-10.4pp | 35.73%-19.4pp | 160.72%-144.4pp |
| Employer contribution / active EE | $979 | $2,931-66.6% | $3,740-73.8% | $2,671-63.4% |
| Participant deferral / active EE | $2,310 | $3,660-36.9% | $4,880-52.7% | $4,126-44.0% |
| Admin fee / account holder | $4,587 | $5,219-12.1% | $6,735-31.9% | $5,651-18.8% |