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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 | $49,729 | $117,895-57.8% | $102,460-51.5% | $145,897-65.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 11.40% | 31.92%-20.5pp | 29.47%-18.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $1,866 | $3,619-48.4% | $3,025-38.3% | $4,663-60.0% |
| Participant deferral / active EE | $1,837 | $5,736-68.0% | $5,056-63.7% | $6,689-72.5% |
| Admin fee / account holder | $1,993 | $13,353-85.1% | $9,460-78.9% | $13,390-85.1% |