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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 | $55,223 | $84,953-35.0% | $163,379-66.2% | $82,637-33.2% |
| Participation rate | 50.0% | 65.9%-15.9pp | 76.8%-26.8pp | 68.1%-18.1pp |
| Annual return | 22.30% | 23.07%-0.8pp | 63.41%-41.1pp | 53.51%-31.2pp |
| Employer contribution / active EE | $1,935 | $2,183-11.4% | $3,752-48.4% | $2,552-24.2% |
| Participant deferral / active EE | $4,546 | $4,326+5.1% | $6,282-27.6% | $4,126+10.2% |
| Admin fee / account holder | $660 | $7,921-91.7% | $9,818-93.3% | $7,339-91.0% |