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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 | $66,205 | $101,795-35.0% | $165,100-59.9% | $80,959-18.2% |
| Participation rate | 50.0% | 71.8%-21.8pp | 78.6%-28.6pp | 67.7%-17.7pp |
| Annual return | 13.09% | 16.73%-3.6pp | 70.21%-57.1pp | 35.67%-22.6pp |
| Employer contribution / active EE | $1,690 | $2,954-42.8% | $4,348-61.1% | $2,757-38.7% |
| Participant deferral / active EE | $3,306 | $4,476-26.1% | $6,035-45.2% | $4,300-23.1% |
| Admin fee / account holder | $6,329 | $8,221-23.0% | $12,696-50.1% | $6,925-8.6% |