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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 | $47,572 | $112,729-57.8% | $98,716-51.8% | $137,256-65.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 30.31% | 38.48%-8.2pp | 31.81%-1.5pp | 220.34%-190.0pp |
| Employer contribution / active EE | $1,319 | $2,725-51.6% | $2,279-42.1% | $4,156-68.3% |
| Participant deferral / active EE | $2,745 | $4,640-40.8% | $4,048-32.2% | $6,407-57.2% |
| Admin fee / account holder | $7,121 | $10,129-29.7% | $8,703-18.2% | $12,270-42.0% |