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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 | $106,524-50.7% | $152,301-65.5% | $87,485-40.0% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.4%-32.4pp | 68.9%-18.9pp |
| Annual return | 23.35% | 26.89%-3.5pp | 80.50%-57.2pp | 26.06%-2.7pp |
| Employer contribution / active EE | $1,842 | $3,371-45.4% | $4,624-60.2% | $2,596-29.0% |
| Participant deferral / active EE | $4,021 | $6,525-38.4% | $8,004-49.8% | $4,274-5.9% |
| Admin fee / account holder | $672 | $8,287-91.9% | $14,398-95.3% | $7,775-91.4% |