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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 | $51,560 | $101,795-49.3% | $165,100-68.8% | $80,959-36.3% |
| Participation rate | 47.8% | 71.8%-24.0pp | 78.6%-30.8pp | 67.7%-19.8pp |
| Annual return | 13.42% | 16.73%-3.3pp | 70.21%-56.8pp | 35.67%-22.3pp |
| Employer contribution / active EE | $1,763 | $2,954-40.3% | $4,348-59.4% | $2,757-36.1% |
| Participant deferral / active EE | $3,407 | $4,476-23.9% | $6,035-43.6% | $4,300-20.8% |
| Admin fee / account holder | $1,356 | $8,221-83.5% | $12,696-89.3% | $6,925-80.4% |