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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 | $48,432 | $124,425-61.1% | $112,040-56.8% | $137,256-64.7% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 19.58% | 24.72%-5.1pp | 24.52%-4.9pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,601 | $3,411-23.8% | $2,954-12.0% | $4,156-37.4% |
| Participant deferral / active EE | $4,628 | $5,718-19.1% | $5,098-9.2% | $6,407-27.8% |
| Admin fee / account holder | $2,571 | $15,207-83.1% | $12,098-78.7% | $12,270-79.0% |