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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 | $50,217 | $81,476-38.4% | $102,383-51.0% | $80,925-37.9% |
| Participation rate | 40.0% | 66.8%-26.8pp | 74.5%-34.5pp | 67.7%-27.7pp |
| Annual return | 13.43% | 25.59%-12.2pp | 24.94%-11.5pp | 35.65%-22.2pp |
| Employer contribution / active EE | $2,065 | $3,105-33.5% | $3,870-46.6% | $2,756-25.1% |
| Participant deferral / active EE | $3,397 | $3,871-12.2% | $5,060-32.9% | $4,299-21.0% |
| Admin fee / account holder | $4,726 | $6,717-29.6% | $8,391-43.7% | $6,940-31.9% |