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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 | $50,456 | $100,003-49.5% | $146,685-65.6% | $85,856-41.2% |
| Participation rate | 50.9% | 73.1%-22.1pp | 80.1%-29.2pp | 69.3%-18.4pp |
| Annual return | 13.67% | 18.93%-5.3pp | 22.75%-9.1pp | 318.58%-304.9pp |
| Employer contribution / active EE | $858 | $2,559-66.5% | $4,137-79.3% | $2,565-66.6% |
| Participant deferral / active EE | $2,088 | $4,006-47.9% | $5,507-62.1% | $3,952-47.2% |
| Admin fee / account holder | $942 | $7,704-87.8% | $10,281-90.8% | $6,261-85.0% |