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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 | $63,443 | $88,996-28.7% | $78,004-18.7% | $138,895-54.3% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.4%-19.4pp | 79.9%-29.9pp |
| Annual return | 16.72% | 28.03%-11.3pp | 31.07%-14.4pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,796 | $2,917-38.4% | $2,469-27.2% | $4,194-57.2% |
| Participant deferral / active EE | $4,344 | $4,724-8.0% | $4,092+6.2% | $6,396-32.1% |
| Admin fee / account holder | $3,339 | $8,807-62.1% | $7,578-55.9% | $12,562-73.4% |