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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 | $51,267 | $78,013-34.3% | $178,449-71.3% | $80,911-36.6% |
| Participation rate | 50.0% | 65.7%-15.7pp | 77.1%-27.1pp | 67.6%-17.6pp |
| Annual return | 13.59% | 18.07%-4.5pp | 27.09%-13.5pp | 35.63%-22.0pp |
| Employer contribution / active EE | $1,304 | $2,287-43.0% | $3,951-67.0% | $2,756-52.7% |
| Participant deferral / active EE | $2,993 | $4,408-32.1% | $6,277-52.3% | $4,297-30.4% |
| Admin fee / account holder | $5,968 | $7,166-16.7% | $10,362-42.4% | $6,935-13.9% |