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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 | $49,745 | $88,672-43.9% | $105,223-52.7% | $82,448-39.7% |
| Participation rate | 50.0% | 67.9%-17.9pp | 75.0%-25.0pp | 68.1%-18.1pp |
| Annual return | 16.86% | 30.86%-14.0pp | 180.65%-163.8pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,301 | $3,048-57.3% | $3,689-64.7% | $2,551-49.0% |
| Participant deferral / active EE | $1,965 | $4,036-51.3% | $5,072-61.3% | $4,139-52.5% |
| Admin fee / account holder | $2,942 | $7,146-58.8% | $8,859-66.8% | $7,234-59.3% |