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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 | $50,211 | $79,955-37.2% | $98,450-49.0% | $75,181-33.2% |
| Participation rate | 50.0% | 70.4%-20.4pp | 75.2%-25.2pp | 67.2%-17.2pp |
| Annual return | 33.26% | 19.75%+13.5pp | 21.16%+12.1pp | 160.69%-127.4pp |
| Employer contribution / active EE | $2,115 | $2,264-6.6% | $3,049-30.6% | $2,671-20.8% |
| Participant deferral / active EE | $3,476 | $3,752-7.4% | $4,739-26.7% | $4,126-15.8% |
| Admin fee / account holder | $699 | $6,841-89.8% | $8,961-92.2% | $5,650-87.6% |