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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 | $50,199 | $110,137-54.4% | $161,149-68.8% | $82,637-39.3% |
| Participation rate | 53.8% | 72.4%-18.5pp | 78.8%-25.0pp | 68.1%-14.2pp |
| Annual return | 14.86% | 20.69%-5.8pp | 21.16%-6.3pp | 53.51%-38.6pp |
| Employer contribution / active EE | $788 | $2,856-72.4% | $4,360-81.9% | $2,552-69.1% |
| Participant deferral / active EE | $3,216 | $4,575-29.7% | $6,153-47.7% | $4,126-22.0% |
| Admin fee / account holder | $10,273 | $9,467+8.5% | $15,194-32.4% | $7,339+40.0% |