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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 | $51,032 | $99,875-48.9% | $146,866-65.3% | $86,983-41.3% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.5%-19.5pp |
| Annual return | 15.23% | 28.10%-12.9pp | 102.85%-87.6pp | 25.83%-10.6pp |
| Employer contribution / active EE | $1,782 | $3,224-44.7% | $4,425-59.7% | $2,584-31.1% |
| Participant deferral / active EE | $3,480 | $6,322-45.0% | $7,759-55.1% | $4,194-17.0% |
| Admin fee / account holder | $4,125 | $7,838-47.4% | $13,620-69.7% | $7,856-47.5% |