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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 | $50,447 | $73,978-31.8% | $96,515-47.7% | $75,173-32.9% |
| Participation rate | 50.0% | 66.4%-16.4pp | 74.3%-24.3pp | 67.2%-17.2pp |
| Annual return | 18.21% | 26.72%-8.5pp | 35.73%-17.5pp | 160.72%-142.5pp |
| Employer contribution / active EE | $1,073 | $2,931-63.4% | $3,740-71.3% | $2,671-59.8% |
| Participant deferral / active EE | $3,563 | $3,660-2.7% | $4,880-27.0% | $4,126-13.6% |
| Admin fee / account holder | $8,696 | $5,219+66.6% | $6,735+29.1% | $5,651+53.9% |