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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 | $60,849 | $124,425-51.1% | $112,040-45.7% | $137,256-55.7% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 14.51% | 24.72%-10.2pp | 24.52%-10.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,149 | $3,411-66.3% | $2,954-61.1% | $4,156-72.4% |
| Participant deferral / active EE | $3,032 | $5,718-47.0% | $5,098-40.5% | $6,407-52.7% |
| Admin fee / account holder | $724 | $15,207-95.2% | $12,098-94.0% | $12,270-94.1% |