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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 | $50,214 | $84,953-40.9% | $163,379-69.3% | $82,637-39.2% |
| Participation rate | 52.6% | 65.9%-13.3pp | 76.8%-24.2pp | 68.1%-15.4pp |
| Annual return | 13.67% | 23.07%-9.4pp | 63.41%-49.7pp | 53.51%-39.8pp |
| Employer contribution / active EE | $779 | $2,183-64.3% | $3,752-79.2% | $2,552-69.5% |
| Participant deferral / active EE | $4,229 | $4,326-2.2% | $6,282-32.7% | $4,126+2.5% |
| Admin fee / account holder | $11,105 | $7,921+40.2% | $9,818+13.1% | $7,339+51.3% |