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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 | $50,317 | $84,236-40.3% | $170,435-70.5% | $70,126-28.2% |
| Participation rate | 48.6% | 70.8%-22.2pp | 83.6%-34.9pp | 69.5%-20.9pp |
| Annual return | 12.44% | 23.06%-10.6pp | 205.94%-193.5pp | 73.15%-60.7pp |
| Employer contribution / active EE | $1,910 | $3,387-43.6% | $5,432-64.8% | $2,343-18.5% |
| Participant deferral / active EE | $2,589 | $3,086-16.1% | $4,939-47.6% | $3,332-22.3% |
| Admin fee / account holder | $3,654 | $5,698-35.9% | $13,881-73.7% | $4,645-21.3% |