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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 | $50,261 | $95,453-47.3% | $112,040-55.1% | $82,448-39.0% |
| Participation rate | 54.0% | 72.8%-18.8pp | 76.5%-22.5pp | 68.1%-14.1pp |
| Annual return | 13.33% | 23.92%-10.6pp | 24.52%-11.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $841 | $2,318-63.7% | $2,954-71.5% | $2,551-67.0% |
| Participant deferral / active EE | $2,270 | $4,224-46.3% | $5,098-55.5% | $4,139-45.2% |
| Admin fee / account holder | $4,991 | $9,013-44.6% | $12,098-58.7% | $7,234-31.0% |