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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 | $50,605 | $101,795-50.3% | $165,100-69.3% | $80,959-37.5% |
| Participation rate | 56.0% | 71.8%-15.8pp | 78.6%-22.6pp | 67.7%-11.7pp |
| Annual return | 13.18% | 16.73%-3.5pp | 70.21%-57.0pp | 35.67%-22.5pp |
| Employer contribution / active EE | $1,594 | $2,954-46.0% | $4,348-63.3% | $2,757-42.2% |
| Participant deferral / active EE | $2,997 | $4,476-33.0% | $6,035-50.3% | $4,300-30.3% |
| Admin fee / account holder | $5,615 | $8,221-31.7% | $12,696-55.8% | $6,925-18.9% |