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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 | $81,457-37.5% | $103,378-50.8% | $80,911-37.1% |
| Participation rate | 50.0% | 66.8%-16.8pp | 74.5%-24.5pp | 67.6%-17.6pp |
| Annual return | 12.55% | 25.58%-13.0pp | 24.91%-12.4pp | 35.63%-23.1pp |
| Employer contribution / active EE | $1,807 | $3,107-41.9% | $3,870-53.3% | $2,756-34.4% |
| Participant deferral / active EE | $2,930 | $3,871-24.3% | $5,058-42.1% | $4,297-31.8% |
| Admin fee / account holder | $3,772 | $6,717-43.8% | $8,401-55.1% | $6,935-45.6% |