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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 | $53,398 | $65,712-18.7% | $57,196-6.6% | $273,972-80.5% |
| Participation rate | 50.0% | 78.3%-28.3pp | 75.3%-25.3pp | 83.0%-33.0pp |
| Annual return | 3.67% | 22.01%-18.3pp | 14.59%-10.9pp | 41.46%-37.8pp |
| Employer contribution / active EE | $1,927 | $3,280-41.3% | $2,683-28.2% | $4,869-60.4% |
| Participant deferral / active EE | $8,031 | $3,782+112.4% | $3,096+159.4% | $5,287+51.9% |
| Admin fee / account holder | $5,225 | $4,838+8.0% | $3,141+66.4% | $10,133-48.4% |