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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 | $49,196 | $93,598-47.4% | $135,974-63.8% | $75,173-34.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 81.9%-31.9pp | 67.2%-17.2pp |
| Annual return | 17.97% | 30.89%-12.9pp | 68.30%-50.3pp | 160.72%-142.8pp |
| Employer contribution / active EE | $2,520 | $3,538-28.8% | $4,859-48.1% | $2,671-5.6% |
| Participant deferral / active EE | $7,356 | $6,405+14.8% | $7,760-5.2% | $4,126+78.3% |
| Admin fee / account holder | $1,298 | $6,978-81.4% | $10,767-87.9% | $5,651-77.0% |