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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 | $78,993 | $109,359-27.8% | $162,185-51.3% | $72,976+8.2% |
| Participation rate | 50.0% | 84.3%-34.3pp | 87.6%-37.6pp | 69.5%-19.5pp |
| Annual return | 22.04% | 25.46%-3.4pp | 115.61%-93.6pp | 81.02%-59.0pp |
| Employer contribution / active EE | $1,347 | $3,907-65.5% | $5,613-76.0% | $2,440-44.8% |
| Participant deferral / active EE | $3,107 | $5,481-43.3% | $7,297-57.4% | $3,608-13.9% |
| Admin fee / account holder | $1,251 | $7,972-84.3% | $10,844-88.5% | $5,124-75.6% |