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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 | $70,953 | $102,245-30.6% | $89,340-20.6% | $137,256-48.3% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 13.78% | 21.89%-8.1pp | 20.57%-6.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,518 | $2,529-40.0% | $2,231-32.0% | $4,156-63.5% |
| Participant deferral / active EE | $2,398 | $4,436-45.9% | $3,823-37.3% | $6,407-62.6% |
| Admin fee / account holder | $722 | $8,085-91.1% | $6,704-89.2% | $12,270-94.1% |