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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 | $107,666-51.5% | $102,184-48.9% | $154,746-66.2% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.6%-32.6pp | 80.7%-30.7pp |
| Annual return | 16.49% | 29.33%-12.8pp | 31.58%-15.1pp | 172.34%-155.8pp |
| Employer contribution / active EE | $2,426 | $3,846-36.9% | $3,594-32.5% | $4,379-44.6% |
| Participant deferral / active EE | $4,351 | $8,719-50.1% | $8,309-47.6% | $6,730-35.4% |
| Admin fee / account holder | $2,906 | $12,943-77.5% | $11,609-75.0% | $14,365-79.8% |