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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 | $35,191 | $55,889-37.0% | $76,119-53.8% | $80,935-56.5% |
| Participation rate | 50.0% | 62.1%-12.1pp | 69.1%-19.1pp | 67.7%-17.7pp |
| Annual return | 18.55% | 20.58%-2.0pp | 361.25%-342.7pp | 35.66%-17.1pp |
| Employer contribution / active EE | $1,488 | $1,866-20.2% | $2,693-44.7% | $2,757-46.0% |
| Participant deferral / active EE | $3,014 | $3,051-1.2% | $4,259-29.2% | $4,299-29.9% |
| Admin fee / account holder | $10,232 | $5,241+95.2% | $6,421+59.4% | $6,924+47.8% |