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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 | $49,520 | $81,331-39.1% | $155,534-68.2% | $80,935-38.8% |
| Participation rate | 53.1% | 66.3%-13.1pp | 78.2%-25.1pp | 67.7%-14.5pp |
| Annual return | 20.50% | 33.37%-12.9pp | 64.92%-44.4pp | 35.66%-15.2pp |
| Employer contribution / active EE | $1,265 | $3,105-59.3% | $4,675-72.9% | $2,757-54.1% |
| Participant deferral / active EE | $2,232 | $3,454-35.4% | $5,630-60.4% | $4,299-48.1% |
| Admin fee / account holder | $15,393 | $7,999+92.4% | $15,900-3.2% | $6,924+122.3% |