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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 | $50,474 | $106,864-52.8% | $147,318-65.7% | $82,637-38.9% |
| Participation rate | 50.8% | 75.5%-24.7pp | 82.1%-31.2pp | 68.1%-17.2pp |
| Annual return | 14.38% | 27.49%-13.1pp | 70.43%-56.1pp | 53.51%-39.1pp |
| Employer contribution / active EE | $1,755 | $3,417-48.6% | $4,593-61.8% | $2,552-31.2% |
| Participant deferral / active EE | $3,368 | $6,496-48.2% | $7,906-57.4% | $4,126-18.4% |
| Admin fee / account holder | $4,190 | $8,415-50.2% | $13,708-69.4% | $7,339-42.9% |