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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 | $50,633 | $102,938-50.8% | $94,105-46.2% | $138,895-63.5% |
| Participation rate | 46.7% | 74.6%-28.0pp | 71.9%-25.3pp | 79.9%-33.3pp |
| Annual return | 18.05% | 250.28%-232.2pp | 204.55%-186.5pp | 145.39%-127.3pp |
| Employer contribution / active EE | $1,343 | $2,732-50.8% | $2,504-46.4% | $4,194-68.0% |
| Participant deferral / active EE | $2,149 | $4,196-48.8% | $3,881-44.6% | $6,396-66.4% |
| Admin fee / account holder | $370 | $6,600-94.4% | $6,199-94.0% | $12,562-97.1% |