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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 | $90,715 | $138,312-34.4% | $122,979-26.2% | $155,188-41.5% |
| Participation rate | 50.0% | 80.2%-30.2pp | 77.2%-27.2pp | 80.8%-30.8pp |
| Annual return | 17.44% | 22.06%-4.6pp | 20.12%-2.7pp | 148.84%-131.4pp |
| Employer contribution / active EE | $1,264 | $3,530-64.2% | $3,062-58.7% | $4,248-70.2% |
| Participant deferral / active EE | $4,995 | $5,592-10.7% | $5,003-0.2% | $6,531-23.5% |
| Admin fee / account holder | $551 | $15,089-96.3% | $12,864-95.7% | $14,480-96.2% |