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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 | $50,599 | $106,864-52.7% | $147,318-65.7% | $82,637-38.8% |
| Participation rate | 45.5% | 75.5%-30.1pp | 82.1%-36.6pp | 68.1%-22.6pp |
| Annual return | 16.21% | 27.49%-11.3pp | 70.43%-54.2pp | 53.51%-37.3pp |
| Employer contribution / active EE | $1,701 | $3,417-50.2% | $4,593-63.0% | $2,552-33.3% |
| Participant deferral / active EE | $4,169 | $6,496-35.8% | $7,906-47.3% | $4,126+1.0% |
| Admin fee / account holder | $12,141 | $8,415+44.3% | $13,708-11.4% | $7,339+65.4% |