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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 | $48,432 | $136,860-64.6% | $120,344-59.8% | $154,746-68.7% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.7%-26.7pp | 80.7%-30.7pp |
| Annual return | 19.58% | 21.38%-1.8pp | 20.30%-0.7pp | 172.34%-152.8pp |
| Employer contribution / active EE | $2,601 | $3,533-26.4% | $3,020-13.9% | $4,379-40.6% |
| Participant deferral / active EE | $4,628 | $5,793-20.1% | $5,135-9.9% | $6,730-31.2% |
| Admin fee / account holder | $2,571 | $15,393-83.3% | $12,742-79.8% | $14,365-82.1% |