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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 | $52,265 | $100,970-48.2% | $96,576-45.9% | $137,256-61.9% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 16.49% | 38.16%-21.7pp | 38.47%-22.0pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,426 | $3,809-36.3% | $3,553-31.7% | $4,156-41.6% |
| Participant deferral / active EE | $4,351 | $8,286-47.5% | $7,956-45.3% | $6,407-32.1% |
| Admin fee / account holder | $2,906 | $11,312-74.3% | $11,381-74.5% | $12,270-76.3% |