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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 | $80,096 | $112,729-28.9% | $98,716-18.9% | $137,256-41.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 16.56% | 38.48%-21.9pp | 31.81%-15.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,075 | $2,725-60.6% | $2,279-52.8% | $4,156-74.1% |
| Participant deferral / active EE | $1,727 | $4,640-62.8% | $4,048-57.3% | $6,407-73.0% |
| Admin fee / account holder | $3,633 | $10,129-64.1% | $8,703-58.2% | $12,270-70.4% |