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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 | $50,357 | $68,880-26.9% | $120,580-58.2% | $80,959-37.8% |
| Participation rate | 44.8% | 61.7%-16.9pp | 72.0%-27.1pp | 67.7%-22.8pp |
| Annual return | 12.30% | 23.68%-11.4pp | 107.48%-95.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $1,760 | $2,066-14.8% | $3,469-49.3% | $2,757-36.2% |
| Participant deferral / active EE | $4,248 | $3,191+33.1% | $4,995-15.0% | $4,300-1.2% |
| Admin fee / account holder | $3,742 | $5,785-35.3% | $9,418-60.3% | $6,925-46.0% |