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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 | $50,737 | $54,541-7.0% | $78,778-35.6% | $70,126-27.6% |
| Participation rate | 50.0% | 60.8%-10.8pp | 69.2%-19.2pp | 69.5%-19.5pp |
| Annual return | 17.68% | 21.07%-3.4pp | 35.62%-17.9pp | 73.15%-55.5pp |
| Employer contribution / active EE | $752 | $1,089-30.9% | $1,986-62.1% | $2,343-67.9% |
| Participant deferral / active EE | $1,341 | $2,210-39.3% | $2,958-54.7% | $3,332-59.7% |
| Admin fee / account holder | $3,420 | $3,709-7.8% | $5,134-33.4% | $4,645-26.4% |