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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 | $56,401 | $124,425-54.7% | $112,040-49.7% | $137,256-58.9% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 17.29% | 24.72%-7.4pp | 24.52%-7.2pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,972 | $3,411-42.2% | $2,954-33.2% | $4,156-52.5% |
| Participant deferral / active EE | $3,066 | $5,718-46.4% | $5,098-39.9% | $6,407-52.1% |
| Admin fee / account holder | $12,077 | $15,207-20.6% | $12,098-0.2% | $12,270-1.6% |