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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 | $64,230 | $87,166-26.3% | $76,735-16.3% | $137,256-53.2% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.5%-19.5pp | 80.0%-30.0pp |
| Annual return | 18.26% | 26.50%-8.2pp | 29.77%-11.5pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,467 | $2,904-49.5% | $2,454-40.2% | $4,156-64.7% |
| Participant deferral / active EE | $2,582 | $4,726-45.4% | $4,088-36.8% | $6,407-59.7% |
| Admin fee / account holder | $1,031 | $8,403-87.7% | $7,189-85.7% | $12,270-91.6% |