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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 | $55,191 | $79,438-30.5% | $106,555-48.2% | $79,391-30.5% |
| Participation rate | 53.5% | 74.2%-20.6pp | 76.1%-22.6pp | 70.7%-17.2pp |
| Annual return | 12.66% | 18.27%-5.6pp | 26.80%-14.1pp | 116.88%-104.2pp |
| Employer contribution / active EE | $1,427 | $2,235-36.1% | $2,819-49.4% | $2,428-41.2% |
| Participant deferral / active EE | $2,232 | $3,824-41.6% | $4,399-49.3% | $4,046-44.8% |
| Admin fee / account holder | $8,800 | $523+1582.6% | $7,408+18.8% | $627+1304.6% |