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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 | $50,587 | $95,453-47.0% | $112,040-54.8% | $82,448-38.6% |
| Participation rate | 51.1% | 72.8%-21.7pp | 76.5%-25.4pp | 68.1%-17.0pp |
| Annual return | 14.30% | 23.92%-9.6pp | 24.52%-10.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,031 | $2,318-55.5% | $2,954-65.1% | $2,551-59.6% |
| Participant deferral / active EE | $2,366 | $4,224-44.0% | $5,098-53.6% | $4,139-42.8% |
| Admin fee / account holder | $600 | $9,013-93.3% | $12,098-95.0% | $7,234-91.7% |