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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 | $77,695 | $138,312-43.8% | $122,979-36.8% | $155,188-49.9% |
| Participation rate | 50.0% | 80.2%-30.2pp | 77.2%-27.2pp | 80.8%-30.8pp |
| Annual return | 13.74% | 22.06%-8.3pp | 20.12%-6.4pp | 148.84%-135.1pp |
| Employer contribution / active EE | $1,291 | $3,530-63.4% | $3,062-57.8% | $4,248-69.6% |
| Participant deferral / active EE | $2,882 | $5,592-48.5% | $5,003-42.4% | $6,531-55.9% |
| Admin fee / account holder | $9,273 | $15,089-38.5% | $12,864-27.9% | $14,480-36.0% |