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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 | $78,705 | $124,425-36.7% | $112,040-29.8% | $137,256-42.7% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 13.27% | 24.72%-11.5pp | 24.52%-11.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,344 | $3,411-60.6% | $2,954-54.5% | $4,156-67.7% |
| Participant deferral / active EE | $5,916 | $5,718+3.5% | $5,098+16.1% | $6,407-7.7% |
| Admin fee / account holder | $727 | $15,207-95.2% | $12,098-94.0% | $12,270-94.1% |