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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 | $52,977 | $81,474-35.0% | $133,959-60.5% | $73,493-27.9% |
| Participation rate | 50.0% | 76.4%-26.4pp | 79.8%-29.8pp | 70.7%-20.7pp |
| Annual return | 23.98% | 19.40%+4.6pp | 45.09%-21.1pp | 28.51%-4.5pp |
| Employer contribution / active EE | $2,224 | $2,209+0.7% | $3,919-43.2% | $2,270-2.0% |
| Participant deferral / active EE | $4,555 | $3,786+20.3% | $5,047-9.8% | $3,740+21.8% |
| Admin fee / account holder | $2,572 | $713+260.7% | $8,928-71.2% | $513+401.3% |