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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 | $123,478-59.5% | $216,567-76.9% | $94,015-46.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 81.6%-31.6pp | 70.8%-20.8pp |
| Annual return | 18.38% | 23.61%-5.2pp | 12.94%+5.4pp | 17.84%+0.5pp |
| Employer contribution / active EE | $1,661 | $3,136-47.0% | $5,216-68.2% | $2,790-40.5% |
| Participant deferral / active EE | $4,075 | $4,556-10.6% | $6,191-34.2% | $4,249-4.1% |
| Admin fee / account holder | $520 | $12,753-95.9% | $21,981-97.6% | $8,951-94.2% |