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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 | $50,146 | $73,787-32.0% | $98,716-49.2% | $82,448-39.2% |
| Participation rate | 52.0% | 61.4%-9.4pp | 69.3%-17.3pp | 68.1%-16.1pp |
| Annual return | 18.96% | 18.57%+0.4pp | 31.81%-12.9pp | 41.64%-22.7pp |
| Employer contribution / active EE | $1,116 | $1,511-26.1% | $2,279-51.0% | $2,551-56.2% |
| Participant deferral / active EE | $3,891 | $3,081+26.3% | $4,048-3.9% | $4,139-6.0% |
| Admin fee / account holder | $3,621 | $6,500-44.3% | $8,703-58.4% | $7,234-50.0% |