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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 | $58,140 | $123,155-52.8% | $108,753-46.5% | $155,188-62.5% |
| Participation rate | 50.0% | 75.6%-25.6pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 17.16% | 44.73%-27.6pp | 37.47%-20.3pp | 148.84%-131.7pp |
| Employer contribution / active EE | $988 | $2,811-64.8% | $2,427-59.3% | $4,248-76.7% |
| Participant deferral / active EE | $3,677 | $4,623-20.5% | $4,115-10.6% | $6,531-43.7% |
| Admin fee / account holder | $531 | $12,126-95.6% | $10,320-94.9% | $14,480-96.3% |