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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 | $126,661-28.4% | $113,397-20.0% | $138,895-34.7% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.5%-26.5pp | 79.9%-29.9pp |
| Annual return | 17.44% | 25.05%-7.6pp | 23.20%-5.8pp | 145.39%-128.0pp |
| Employer contribution / active EE | $1,264 | $3,456-63.4% | $2,977-57.5% | $4,194-69.9% |
| Participant deferral / active EE | $4,995 | $5,693-12.3% | $5,076-1.6% | $6,396-21.9% |
| Admin fee / account holder | $551 | $14,549-96.2% | $11,957-95.4% | $12,562-95.6% |