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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 | $51,922 | $56,054-7.4% | $171,082-69.7% | $62,881-17.4% |
| Participation rate | 50.0% | 62.9%-12.9pp | 76.7%-26.7pp | 69.3%-19.3pp |
| Annual return | 7.63% | 22.52%-14.9pp | 32.56%-24.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $737 | $1,731-57.4% | $4,002-81.6% | $2,281-67.7% |
| Participant deferral / active EE | $1,835 | $3,158-41.9% | $4,797-61.7% | $3,203-42.7% |
| Admin fee / account holder | $1,412 | $3,647-61.3% | $8,520-83.4% | $4,296-67.1% |