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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 | $50,065 | $108,825-54.0% | $156,181-67.9% | $82,448-39.3% |
| Participation rate | 50.0% | 72.4%-22.4pp | 78.8%-28.8pp | 68.1%-18.1pp |
| Annual return | 18.38% | 20.59%-2.2pp | 64.87%-46.5pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,661 | $2,870-42.1% | $4,294-61.3% | $2,551-34.9% |
| Participant deferral / active EE | $4,075 | $4,577-11.0% | $6,132-33.6% | $4,139-1.6% |
| Admin fee / account holder | $520 | $9,341-94.4% | $14,586-96.4% | $7,234-92.8% |