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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 | $50,199 | $108,825-53.9% | $156,181-67.9% | $82,448-39.1% |
| Participation rate | 53.8% | 72.4%-18.5pp | 78.8%-25.0pp | 68.1%-14.2pp |
| Annual return | 14.86% | 20.59%-5.7pp | 64.87%-50.0pp | 41.64%-26.8pp |
| Employer contribution / active EE | $788 | $2,870-72.6% | $4,294-81.7% | $2,551-69.1% |
| Participant deferral / active EE | $3,216 | $4,577-29.7% | $6,132-47.5% | $4,139-22.3% |
| Admin fee / account holder | $10,273 | $9,341+10.0% | $14,586-29.6% | $7,234+42.0% |