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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 | $50,514 | $58,627-13.8% | $76,735-34.2% | $82,448-38.7% |
| Participation rate | 52.1% | 63.2%-11.1pp | 69.5%-17.4pp | 68.1%-16.0pp |
| Annual return | 24.22% | 39.10%-14.9pp | 29.77%-5.5pp | 41.64%-17.4pp |
| Employer contribution / active EE | $1,374 | $1,729-20.6% | $2,454-44.0% | $2,551-46.1% |
| Participant deferral / active EE | $2,801 | $3,134-10.6% | $4,088-31.5% | $4,139-32.3% |
| Admin fee / account holder | $10,512 | $5,323+97.5% | $7,189+46.2% | $7,234+45.3% |