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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 | $103,669 | $138,386-25.1% | $184,260-43.7% | $80,935+28.1% |
| Participation rate | 50.0% | 83.9%-33.9pp | 86.8%-36.8pp | 67.7%-17.7pp |
| Annual return | 12.13% | 20.02%-7.9pp | 28.84%-16.7pp | 35.66%-23.5pp |
| Employer contribution / active EE | $1,711 | $4,851-64.7% | $6,427-73.4% | $2,757-37.9% |
| Participant deferral / active EE | $3,619 | $7,076-48.8% | $9,133-60.4% | $4,299-15.8% |
| Admin fee / account holder | $18,465 | $10,489+76.0% | $13,898+32.9% | $6,924+166.7% |