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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 | $74,535-31.9% | $100,712-49.6% | $82,637-38.6% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 16.90% | 18.92%-2.0pp | 33.27%-16.4pp | 53.51%-36.6pp |
| Employer contribution / active EE | $572 | $1,503-61.9% | $2,313-75.3% | $2,552-77.6% |
| Participant deferral / active EE | $1,491 | $3,074-51.5% | $4,085-63.5% | $4,126-63.9% |
| Admin fee / account holder | $2,794 | $6,576-57.5% | $9,256-69.8% | $7,339-61.9% |