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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 | $39,222 | $101,798-61.5% | $165,071-76.2% | $80,935-51.5% |
| Participation rate | 50.0% | 71.8%-21.8pp | 78.6%-28.6pp | 67.7%-17.7pp |
| Annual return | 15.57% | 16.73%-1.2pp | 70.17%-54.6pp | 35.66%-20.1pp |
| Employer contribution / active EE | $1,609 | $2,954-45.5% | $4,347-63.0% | $2,757-41.6% |
| Participant deferral / active EE | $2,616 | $4,476-41.6% | $6,035-56.7% | $4,299-39.2% |
| Admin fee / account holder | $6,800 | $8,221-17.3% | $12,695-46.4% | $6,924-1.8% |