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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 | $106,864-52.9% | $147,318-65.9% | $82,637-39.1% |
| Participation rate | 57.7% | 75.5%-17.8pp | 82.1%-24.4pp | 68.1%-10.4pp |
| Annual return | 21.21% | 27.49%-6.3pp | 70.43%-49.2pp | 53.51%-32.3pp |
| Employer contribution / active EE | $2,156 | $3,417-36.9% | $4,593-53.1% | $2,552-15.5% |
| Participant deferral / active EE | $4,310 | $6,496-33.6% | $7,906-45.5% | $4,126+4.5% |
| Admin fee / account holder | $677 | $8,415-92.0% | $13,708-95.1% | $7,339-90.8% |