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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 | $46,973 | $107,809-56.4% | $97,032-51.6% | $155,188-69.7% |
| Participation rate | 50.0% | 75.5%-25.5pp | 71.6%-21.6pp | 80.8%-30.8pp |
| Annual return | 17.43% | 38.06%-20.6pp | 35.38%-18.0pp | 148.84%-131.4pp |
| Employer contribution / active EE | $2,060 | $2,911-29.2% | $2,629-21.7% | $4,248-51.5% |
| Participant deferral / active EE | $3,894 | $5,129-24.1% | $4,672-16.7% | $6,531-40.4% |
| Admin fee / account holder | $344 | $10,717-96.8% | $9,418-96.3% | $14,480-97.6% |