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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 | $48,911 | $136,860-64.3% | $120,344-59.4% | $154,746-68.4% |
| Participation rate | 52.9% | 79.9%-26.9pp | 76.7%-23.8pp | 80.7%-27.8pp |
| Annual return | 14.24% | 21.38%-7.1pp | 20.30%-6.1pp | 172.34%-158.1pp |
| Employer contribution / active EE | $2,239 | $3,533-36.6% | $3,020-25.9% | $4,379-48.9% |
| Participant deferral / active EE | $3,819 | $5,793-34.1% | $5,135-25.6% | $6,730-43.3% |
| Admin fee / account holder | $17,602 | $15,393+14.4% | $12,742+38.1% | $14,365+22.5% |