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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 | $44,079 | $87,166-49.4% | $76,735-42.6% | $137,256-67.9% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.5%-19.5pp | 80.0%-30.0pp |
| Annual return | 15.55% | 26.50%-10.9pp | 29.77%-14.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,522 | $2,904-47.6% | $2,454-38.0% | $4,156-63.4% |
| Participant deferral / active EE | $1,983 | $4,726-58.1% | $4,088-51.5% | $6,407-69.1% |
| Admin fee / account holder | $4,999 | $8,403-40.5% | $7,189-30.5% | $12,270-59.3% |