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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 | $49,017 | $136,860-64.2% | $120,344-59.3% | $154,746-68.3% |
| Participation rate | 55.6% | 79.9%-24.3pp | 76.7%-21.2pp | 80.7%-25.1pp |
| Annual return | 15.89% | 21.38%-5.5pp | 20.30%-4.4pp | 172.34%-156.4pp |
| Employer contribution / active EE | $2,161 | $3,533-38.8% | $3,020-28.5% | $4,379-50.7% |
| Participant deferral / active EE | $2,614 | $5,793-54.9% | $5,135-49.1% | $6,730-61.2% |
| Admin fee / account holder | $3,531 | $15,393-77.1% | $12,742-72.3% | $14,365-75.4% |