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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 | $50,939 | $124,980-59.2% | $108,359-53.0% | $154,746-67.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 22.82% | 45.00%-22.2pp | 36.89%-14.1pp | 172.34%-149.5pp |
| Employer contribution / active EE | $1,253 | $2,851-56.1% | $2,399-47.8% | $4,379-71.4% |
| Participant deferral / active EE | $6,611 | $4,743+39.4% | $4,137+59.8% | $6,730-1.8% |
| Admin fee / account holder | $4,466 | $11,502-61.2% | $9,741-54.1% | $14,365-68.9% |