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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 | $81,115 | $124,425-34.8% | $112,040-27.6% | $137,256-40.9% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 16.79% | 24.72%-7.9pp | 24.52%-7.7pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,767 | $3,411-48.2% | $2,954-40.2% | $4,156-57.5% |
| Participant deferral / active EE | $3,452 | $5,718-39.6% | $5,098-32.3% | $6,407-46.1% |
| Admin fee / account holder | $2,294 | $15,207-84.9% | $12,098-81.0% | $12,270-81.3% |