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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 | $52,482 | $106,749-50.8% | $145,433-63.9% | $82,448-36.3% |
| Participation rate | 50.0% | 75.6%-25.6pp | 82.1%-32.1pp | 68.1%-18.1pp |
| Annual return | 23.35% | 27.59%-4.2pp | 66.58%-43.2pp | 41.64%-18.3pp |
| Employer contribution / active EE | $1,842 | $3,444-46.5% | $4,554-59.6% | $2,551-27.8% |
| Participant deferral / active EE | $4,021 | $6,519-38.3% | $7,897-49.1% | $4,139-2.9% |
| Admin fee / account holder | $672 | $8,390-92.0% | $13,129-94.9% | $7,234-90.7% |