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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 | $57,351 | $89,652-36.0% | $141,197-59.4% | $65,186-12.0% |
| Participation rate | 45.5% | 74.7%-29.2pp | 82.5%-36.9pp | 70.2%-24.7pp |
| Annual return | 29.00% | 32.79%-3.8pp | 71.41%-42.4pp | 29.39%-0.4pp |
| Employer contribution / active EE | $1,816 | $3,065-40.7% | $4,736-61.7% | $2,177-16.6% |
| Participant deferral / active EE | $4,149 | $5,691-27.1% | $6,710-38.2% | $3,514+18.1% |
| Admin fee / account holder | $4,411 | $569+675.8% | $10,265-57.0% | $847+420.6% |