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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 | $50,891 | $81,487-37.5% | $102,412-50.3% | $80,935-37.1% |
| Participation rate | 50.0% | 66.8%-16.8pp | 74.5%-24.5pp | 67.7%-17.7pp |
| Annual return | 12.55% | 25.60%-13.0pp | 24.94%-12.4pp | 35.66%-23.1pp |
| Employer contribution / active EE | $1,807 | $3,103-41.8% | $3,870-53.3% | $2,757-34.5% |
| Participant deferral / active EE | $2,930 | $3,871-24.3% | $5,060-42.1% | $4,299-31.9% |
| Admin fee / account holder | $3,772 | $6,717-43.8% | $8,388-55.0% | $6,924-45.5% |