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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 | $80,021 | $111,814-28.4% | $103,378-22.6% | $145,978-45.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 11.36% | 24.80%-13.4pp | 24.91%-13.5pp | 550.52%-539.2pp |
| Employer contribution / active EE | $1,390 | $4,215-67.0% | $3,870-64.1% | $4,662-70.2% |
| Participant deferral / active EE | $10,460 | $5,618+86.2% | $5,058+106.8% | $6,690+56.4% |
| Admin fee / account holder | $684 | $9,764-93.0% | $8,401-91.9% | $13,400-94.9% |