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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 | $49,164 | $83,485-41.1% | $125,195-60.7% | $72,976-32.6% |
| Participation rate | 50.9% | 73.3%-22.4pp | 79.8%-28.9pp | 69.5%-18.6pp |
| Annual return | 19.46% | 25.77%-6.3pp | 43.79%-24.3pp | 81.02%-61.6pp |
| Employer contribution / active EE | $1,272 | $2,346-45.8% | $3,866-67.1% | $2,440-47.9% |
| Participant deferral / active EE | $1,666 | $3,586-53.5% | $4,937-66.3% | $3,608-53.8% |
| Admin fee / account holder | $4,116 | $5,518-25.4% | $9,704-57.6% | $5,124-19.7% |