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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 | $50,709 | $71,230-28.8% | $93,727-45.9% | $80,959-37.4% |
| Participation rate | 50.0% | 60.4%-10.4pp | 68.7%-18.7pp | 67.7%-17.7pp |
| Annual return | 12.57% | 11.26%+1.3pp | 133.83%-121.3pp | 35.67%-23.1pp |
| Employer contribution / active EE | $1,690 | $1,565+8.0% | $2,421-30.2% | $2,757-38.7% |
| Participant deferral / active EE | $4,584 | $4,037+13.5% | $4,417+3.8% | $4,300+6.6% |
| Admin fee / account holder | $640 | $6,961-90.8% | $8,292-92.3% | $6,925-90.8% |