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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 | $136,860-58.8% | $120,344-53.1% | $154,746-63.6% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.7%-26.7pp | 80.7%-30.7pp |
| Annual return | 17.29% | 21.38%-4.1pp | 20.30%-3.0pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,972 | $3,533-44.2% | $3,020-34.7% | $4,379-55.0% |
| Participant deferral / active EE | $3,066 | $5,793-47.1% | $5,135-40.3% | $6,730-54.4% |
| Admin fee / account holder | $12,077 | $15,393-21.5% | $12,742-5.2% | $14,365-15.9% |