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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 | $47,238 | $81,504-42.0% | $102,437-53.9% | $80,959-41.7% |
| Participation rate | 50.0% | 66.9%-16.9pp | 74.5%-24.5pp | 67.7%-17.7pp |
| Annual return | 23.52% | 25.60%-2.1pp | 24.95%-1.4pp | 35.67%-12.1pp |
| Employer contribution / active EE | $2,015 | $3,104-35.1% | $3,871-47.9% | $2,757-26.9% |
| Participant deferral / active EE | $4,352 | $3,871+12.4% | $5,060-14.0% | $4,300+1.2% |
| Admin fee / account holder | $12,507 | $6,719+86.1% | $8,388+49.1% | $6,925+80.6% |