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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 | $49,586 | $124,980-60.3% | $108,359-54.2% | $154,746-68.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 15.31% | 45.00%-29.7pp | 36.89%-21.6pp | 172.34%-157.0pp |
| Employer contribution / active EE | $581 | $2,851-79.6% | $2,399-75.8% | $4,379-86.7% |
| Participant deferral / active EE | $2,323 | $4,743-51.0% | $4,137-43.9% | $6,730-65.5% |
| Admin fee / account holder | $5,112 | $11,502-55.6% | $9,741-47.5% | $14,365-64.4% |