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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 | $106,864-50.9% | $147,318-64.4% | $82,637-36.5% |
| Participation rate | 50.0% | 75.5%-25.5pp | 82.1%-32.1pp | 68.1%-18.1pp |
| Annual return | 23.35% | 27.49%-4.1pp | 70.43%-47.1pp | 53.51%-30.2pp |
| Employer contribution / active EE | $1,842 | $3,417-46.1% | $4,593-59.9% | $2,552-27.8% |
| Participant deferral / active EE | $4,021 | $6,496-38.1% | $7,906-49.1% | $4,126-2.6% |
| Admin fee / account holder | $672 | $8,415-92.0% | $13,708-95.1% | $7,339-90.8% |