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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 | $48,024 | $92,798-48.2% | $96,707-50.3% | $137,256-65.0% |
| Participation rate | 50.0% | 81.6%-31.6pp | 80.4%-30.4pp | 80.0%-30.0pp |
| Annual return | 13.01% | 31.24%-18.2pp | 34.78%-21.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,329 | $4,147-43.9% | $4,191-44.4% | $4,156-44.0% |
| Participant deferral / active EE | $2,329 | $5,877-60.4% | $5,997-61.2% | $6,407-63.7% |
| Admin fee / account holder | $517 | $7,946-93.5% | $7,503-93.1% | $12,270-95.8% |