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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 | $126,661-52.0% | $113,397-46.3% | $138,895-56.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.5%-26.5pp | 79.9%-29.9pp |
| Annual return | 14.51% | 25.05%-10.5pp | 23.20%-8.7pp | 145.39%-130.9pp |
| Employer contribution / active EE | $1,149 | $3,456-66.8% | $2,977-61.4% | $4,194-72.6% |
| Participant deferral / active EE | $3,032 | $5,693-46.7% | $5,076-40.3% | $6,396-52.6% |
| Admin fee / account holder | $724 | $14,549-95.0% | $11,957-93.9% | $12,562-94.2% |