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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 | $45,632 | $106,247-57.1% | $96,515-52.7% | $139,466-67.3% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 13.02% | 38.47%-25.4pp | 35.73%-22.7pp | 373.66%-360.6pp |
| Employer contribution / active EE | $1,300 | $4,106-68.3% | $3,740-65.2% | $4,754-72.7% |
| Participant deferral / active EE | $1,708 | $5,456-68.7% | $4,880-65.0% | $6,712-74.5% |
| Admin fee / account holder | $762 | $7,885-90.3% | $6,735-88.7% | $11,409-93.3% |