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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 | $59,554 | $157,829-62.3% | $136,867-56.5% | $198,609-70.0% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 17.87% | 51.25%-33.4pp | 42.97%-25.1pp | 202.70%-184.8pp |
| Employer contribution / active EE | $1,239 | $3,923-68.4% | $3,547-65.1% | $5,055-75.5% |
| Participant deferral / active EE | $4,967 | $5,463-9.1% | $4,924+0.9% | $6,977-28.8% |
| Admin fee / account holder | $1,501 | $11,107-86.5% | $10,340-85.5% | $19,030-92.1% |