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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 | $50,285 | $106,749-52.9% | $145,433-65.4% | $82,448-39.0% |
| Participation rate | 57.7% | 75.6%-18.0pp | 82.1%-24.4pp | 68.1%-10.4pp |
| Annual return | 21.21% | 27.59%-6.4pp | 66.58%-45.4pp | 41.64%-20.4pp |
| Employer contribution / active EE | $2,156 | $3,444-37.4% | $4,554-52.7% | $2,551-15.5% |
| Participant deferral / active EE | $4,310 | $6,519-33.9% | $7,897-45.4% | $4,139+4.1% |
| Admin fee / account holder | $677 | $8,390-91.9% | $13,129-94.8% | $7,234-90.6% |