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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 | $50,207 | $90,400-44.5% | $186,193-73.0% | $87,485-42.6% |
| Participation rate | 57.1% | 66.2%-9.0pp | 77.1%-20.0pp | 68.9%-11.8pp |
| Annual return | 15.93% | 22.15%-6.2pp | 78.03%-62.1pp | 26.06%-10.1pp |
| Employer contribution / active EE | $1,795 | $2,170-17.3% | $3,918-54.2% | $2,596-30.8% |
| Participant deferral / active EE | $3,649 | $4,330-15.7% | $6,513-44.0% | $4,274-14.6% |
| Admin fee / account holder | $4,667 | $8,673-46.2% | $11,058-57.8% | $7,775-40.0% |