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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 | $135,905-61.5% | $126,068-58.5% | $198,609-73.7% |
| Participation rate | 50.0% | 85.6%-35.6pp | 84.7%-34.7pp | 82.4%-32.4pp |
| Annual return | 16.49% | 14.07%+2.4pp | 15.01%+1.5pp | 202.70%-186.2pp |
| Employer contribution / active EE | $2,426 | $4,245-42.9% | $3,968-38.9% | $5,055-52.0% |
| Participant deferral / active EE | $4,351 | $8,523-49.0% | $8,214-47.0% | $6,977-37.6% |
| Admin fee / account holder | $2,906 | $21,036-86.2% | $18,264-84.1% | $19,030-84.7% |