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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 | $50,199 | $78,690-36.2% | $161,489-68.9% | $87,485-42.6% |
| Participation rate | 51.1% | 67.5%-16.4pp | 78.7%-27.6pp | 68.9%-17.8pp |
| Annual return | 19.73% | 32.74%-13.0pp | 89.72%-70.0pp | 26.06%-6.3pp |
| Employer contribution / active EE | $1,138 | $2,588-56.0% | $4,268-73.3% | $2,596-56.2% |
| Participant deferral / active EE | $2,720 | $3,311-17.9% | $5,630-51.7% | $4,274-36.4% |
| Admin fee / account holder | $2,537 | $6,724-62.3% | $16,006-84.1% | $7,775-67.4% |