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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 | $31,609 | $87,166-63.7% | $76,735-58.8% | $137,256-77.0% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.5%-19.5pp | 80.0%-30.0pp |
| Annual return | 10.87% | 26.50%-15.6pp | 29.77%-18.9pp | 220.34%-209.5pp |
| Employer contribution / active EE | $1,256 | $2,904-56.8% | $2,454-48.8% | $4,156-69.8% |
| Participant deferral / active EE | $2,975 | $4,726-37.0% | $4,088-27.2% | $6,407-53.6% |
| Admin fee / account holder | $11,503 | $8,403+36.9% | $7,189+60.0% | $12,270-6.2% |