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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 | $56,716 | $115,225-50.8% | $100,712-43.7% | $138,895-59.2% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 21.94% | 40.35%-18.4pp | 33.27%-11.3pp | 145.39%-123.5pp |
| Employer contribution / active EE | $1,499 | $2,771-45.9% | $2,313-35.2% | $4,194-64.3% |
| Participant deferral / active EE | $7,760 | $4,699+65.1% | $4,085+90.0% | $6,396+21.3% |
| Admin fee / account holder | $308 | $10,844-97.2% | $9,256-96.7% | $12,562-97.5% |