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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 | $117,904-57.8% | $102,457-51.5% | $145,978-65.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 11.40% | 31.80%-20.4pp | 29.41%-18.0pp | 550.52%-539.1pp |
| Employer contribution / active EE | $1,866 | $3,613-48.4% | $3,022-38.3% | $4,662-60.0% |
| Participant deferral / active EE | $1,837 | $5,733-68.0% | $5,054-63.6% | $6,690-72.5% |
| Admin fee / account holder | $1,993 | $13,329-85.1% | $9,451-78.9% | $13,400-85.1% |