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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 | $52,423 | $87,132-39.8% | $105,624-50.4% | $80,959-35.2% |
| Participation rate | 53.9% | 70.4%-16.5pp | 75.3%-21.3pp | 67.7%-13.7pp |
| Annual return | 11.45% | 17.03%-5.6pp | 116.20%-104.8pp | 35.67%-24.2pp |
| Employer contribution / active EE | $1,497 | $2,397-37.6% | $3,168-52.7% | $2,757-45.7% |
| Participant deferral / active EE | $2,240 | $3,985-43.8% | $5,013-55.3% | $4,300-47.9% |
| Admin fee / account holder | $6,973 | $8,449-17.5% | $10,961-36.4% | $6,925+0.7% |