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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 | $126,661-37.9% | $113,397-30.6% | $138,895-43.3% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.5%-26.5pp | 79.9%-29.9pp |
| Annual return | 13.27% | 25.05%-11.8pp | 23.20%-9.9pp | 145.39%-132.1pp |
| Employer contribution / active EE | $1,344 | $3,456-61.1% | $2,977-54.8% | $4,194-67.9% |
| Participant deferral / active EE | $5,916 | $5,693+3.9% | $5,076+16.5% | $6,396-7.5% |
| Admin fee / account holder | $727 | $14,549-95.0% | $11,957-93.9% | $12,562-94.2% |