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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 | $57,257 | $77,920-26.5% | $149,723-61.8% | $75,177-23.8% |
| Participation rate | 50.0% | 65.6%-15.6pp | 78.8%-28.8pp | 67.2%-17.2pp |
| Annual return | 18.20% | 31.72%-13.5pp | 134.50%-116.3pp | 160.75%-142.5pp |
| Employer contribution / active EE | $1,397 | $3,138-55.5% | $4,821-71.0% | $2,671-47.7% |
| Participant deferral / active EE | $4,147 | $3,411+21.6% | $5,682-27.0% | $4,126+0.5% |
| Admin fee / account holder | $2,973 | $5,951-50.0% | $13,215-77.5% | $5,651-47.4% |