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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 | $74,105 | $111,814-33.7% | $103,378-28.3% | $145,978-49.2% |
| Participation rate | 55.0% | 77.9%-22.9pp | 74.5%-19.5pp | 80.3%-25.3pp |
| Annual return | 10.76% | 24.80%-14.0pp | 24.91%-14.1pp | 550.52%-539.8pp |
| Employer contribution / active EE | $1,562 | $4,215-62.9% | $3,870-59.6% | $4,662-66.5% |
| Participant deferral / active EE | $3,000 | $5,618-46.6% | $5,058-40.7% | $6,690-55.2% |
| Admin fee / account holder | $2,911 | $9,764-70.2% | $8,401-65.3% | $13,400-78.3% |