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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 | $53,476 | $95,404-43.9% | $113,397-52.8% | $82,637-35.3% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.5%-26.5pp | 68.1%-18.1pp |
| Annual return | 12.96% | 19.08%-6.1pp | 23.20%-10.2pp | 53.51%-40.5pp |
| Employer contribution / active EE | $1,479 | $2,307-35.9% | $2,977-50.3% | $2,552-42.0% |
| Participant deferral / active EE | $2,423 | $4,220-42.6% | $5,076-52.3% | $4,126-41.3% |
| Admin fee / account holder | $1,764 | $9,168-80.8% | $11,957-85.2% | $7,339-76.0% |