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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 | $50,182 | $114,013-56.0% | $103,693-51.6% | $155,188-67.7% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 80.8%-20.8pp |
| Annual return | 17.66% | 49.31%-31.6pp | 47.61%-29.9pp | 148.84%-131.2pp |
| Employer contribution / active EE | $2,397 | $3,131-23.4% | $2,920-17.9% | $4,248-43.6% |
| Participant deferral / active EE | $2,878 | $4,970-42.1% | $4,579-37.1% | $6,531-55.9% |
| Admin fee / account holder | $320 | $8,407-96.2% | $7,858-95.9% | $14,480-97.8% |