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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 | $107,733-59.1% | $92,985-52.6% | $154,746-71.5% |
| Participation rate | 50.0% | 74.6%-24.6pp | 69.5%-19.5pp | 80.7%-30.7pp |
| Annual return | 15.55% | 30.39%-14.8pp | 27.99%-12.4pp | 172.34%-156.8pp |
| Employer contribution / active EE | $1,522 | $3,126-51.3% | $2,662-42.8% | $4,379-65.3% |
| Participant deferral / active EE | $1,983 | $5,053-60.8% | $4,377-54.7% | $6,730-70.5% |
| Admin fee / account holder | $4,999 | $11,369-56.0% | $9,463-47.2% | $14,365-65.2% |