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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 | $114,712-56.4% | $173,730-71.2% | $87,485-42.8% |
| Participation rate | 50.0% | 73.0%-23.0pp | 79.6%-29.6pp | 68.9%-18.9pp |
| Annual return | 18.38% | 20.18%-1.8pp | 19.96%-1.6pp | 26.06%-7.7pp |
| Employer contribution / active EE | $1,661 | $2,904-42.8% | $4,577-63.7% | $2,596-36.0% |
| Participant deferral / active EE | $4,075 | $4,642-12.2% | $6,326-35.6% | $4,274-4.7% |
| Admin fee / account holder | $520 | $10,210-94.9% | $17,523-97.0% | $7,775-93.3% |