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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 | $51,085 | $69,444-26.4% | $92,985-45.1% | $87,485-41.6% |
| Participation rate | 50.0% | 63.3%-13.3pp | 69.5%-19.5pp | 68.9%-18.9pp |
| Annual return | 16.24% | 23.85%-7.6pp | 27.99%-11.8pp | 26.06%-9.8pp |
| Employer contribution / active EE | $1,041 | $1,917-45.7% | $2,662-60.9% | $2,596-59.9% |
| Participant deferral / active EE | $2,297 | $3,364-31.7% | $4,377-47.5% | $4,274-46.3% |
| Admin fee / account holder | $1,039 | $6,137-83.1% | $9,463-89.0% | $7,775-86.6% |