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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 | $55,277 | $81,331-32.0% | $155,534-64.5% | $80,935-31.7% |
| Participation rate | 50.7% | 66.3%-15.6pp | 78.2%-27.5pp | 67.7%-17.0pp |
| Annual return | 23.21% | 33.37%-10.2pp | 64.92%-41.7pp | 35.66%-12.5pp |
| Employer contribution / active EE | $1,890 | $3,105-39.1% | $4,675-59.6% | $2,757-31.4% |
| Participant deferral / active EE | $2,695 | $3,454-22.0% | $5,630-52.1% | $4,299-37.3% |
| Admin fee / account holder | $1,091 | $7,999-86.4% | $15,900-93.1% | $6,924-84.2% |