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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 | $81,262-32.0% | $155,602-64.5% | $80,911-31.7% |
| Participation rate | 50.7% | 66.2%-15.6pp | 78.2%-27.5pp | 67.6%-17.0pp |
| Annual return | 23.21% | 33.34%-10.1pp | 64.81%-41.6pp | 35.63%-12.4pp |
| Employer contribution / active EE | $1,890 | $3,102-39.1% | $4,675-59.6% | $2,756-31.4% |
| Participant deferral / active EE | $2,695 | $3,451-21.9% | $5,629-52.1% | $4,297-37.3% |
| Admin fee / account holder | $1,091 | $7,992-86.4% | $15,923-93.1% | $6,935-84.3% |