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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 | $50,759 | $73,787-31.2% | $98,716-48.6% | $82,448-38.4% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 16.90% | 18.57%-1.7pp | 31.81%-14.9pp | 41.64%-24.7pp |
| Employer contribution / active EE | $572 | $1,511-62.1% | $2,279-74.9% | $2,551-77.6% |
| Participant deferral / active EE | $1,491 | $3,081-51.6% | $4,048-63.2% | $4,139-64.0% |
| Admin fee / account holder | $2,794 | $6,500-57.0% | $8,703-67.9% | $7,234-61.4% |