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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 | $87,166-27.2% | $76,735-17.3% | $137,256-53.8% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.5%-19.5pp | 80.0%-30.0pp |
| Annual return | 16.72% | 26.50%-9.8pp | 29.77%-13.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,796 | $2,904-38.1% | $2,454-26.8% | $4,156-56.8% |
| Participant deferral / active EE | $4,344 | $4,726-8.1% | $4,088+6.3% | $6,407-32.2% |
| Admin fee / account holder | $3,339 | $8,403-60.3% | $7,189-53.6% | $12,270-72.8% |