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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 | $50,285 | $86,891-42.1% | $142,516-64.7% | $75,173-33.1% |
| Participation rate | 59.4% | 68.5%-9.2pp | 76.8%-17.4pp | 67.2%-7.8pp |
| Annual return | 14.34% | 23.31%-9.0pp | 19.99%-5.7pp | 160.72%-146.4pp |
| Employer contribution / active EE | $1,749 | $3,355-47.9% | $4,849-63.9% | $2,671-34.5% |
| Participant deferral / active EE | $3,351 | $4,938-32.1% | $6,280-46.6% | $4,126-18.8% |
| Admin fee / account holder | $4,911 | $7,299-32.7% | $10,008-50.9% | $5,651-13.1% |