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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 | $77,574-34.6% | $108,753-53.3% | $86,983-41.6% |
| Participation rate | 50.0% | 62.3%-12.3pp | 71.1%-21.1pp | 69.5%-19.5pp |
| Annual return | 16.90% | 18.42%-1.5pp | 37.47%-20.6pp | 25.83%-8.9pp |
| Employer contribution / active EE | $572 | $1,611-64.5% | $2,427-76.4% | $2,584-77.9% |
| Participant deferral / active EE | $1,491 | $3,128-52.4% | $4,115-63.8% | $4,194-64.5% |
| Admin fee / account holder | $2,794 | $6,529-57.2% | $10,320-72.9% | $7,856-64.4% |