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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 | $54,468 | $116,167-53.1% | $64,489-15.5% | $137,256-60.3% |
| Participation rate | 50.0% | 68.2%-18.2pp | 67.7%-17.7pp | 80.0%-30.0pp |
| Annual return | 16.04% | 36.55%-20.5pp | 55.03%-39.0pp | 220.34%-204.3pp |
| Employer contribution / active EE | $3,483 | $2,483+40.3% | $1,523+128.7% | $4,156-16.2% |
| Participant deferral / active EE | $4,787 | $4,215+13.6% | $2,778+72.3% | $6,407-25.3% |
| Admin fee / account holder | $3,201 | $6,188-48.3% | $4,260-24.9% | $12,270-73.9% |