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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 | $79,249 | $101,795-22.1% | $165,100-52.0% | $80,959-2.1% |
| Participation rate | 50.0% | 71.8%-21.8pp | 78.6%-28.6pp | 67.7%-17.7pp |
| Annual return | 13.56% | 16.73%-3.2pp | 70.21%-56.6pp | 35.67%-22.1pp |
| Employer contribution / active EE | $1,465 | $2,954-50.4% | $4,348-66.3% | $2,757-46.9% |
| Participant deferral / active EE | $4,168 | $4,476-6.9% | $6,035-30.9% | $4,300-3.1% |
| Admin fee / account holder | $1,690 | $8,221-79.4% | $12,696-86.7% | $6,925-75.6% |