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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 | $48,407 | $97,550-50.4% | $120,344-59.8% | $87,485-44.7% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.7%-26.7pp | 68.9%-18.9pp |
| Annual return | 17.80% | 18.41%-0.6pp | 20.30%-2.5pp | 26.06%-8.3pp |
| Employer contribution / active EE | $1,574 | $2,291-31.3% | $3,020-47.9% | $2,596-39.4% |
| Participant deferral / active EE | $2,815 | $4,230-33.4% | $5,135-45.2% | $4,274-34.1% |
| Admin fee / account holder | $5,163 | $9,543-45.9% | $12,742-59.5% | $7,775-33.6% |