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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 | $52,889 | $92,219-42.6% | $76,768-31.1% | $135,379-60.9% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | 3.42% | 5.46%-2.0pp | 2.43%+1.0pp | 519.79%-516.4pp |
| Employer contribution / active EE | $7,263 | $3,216+125.8% | $2,485+192.2% | $4,779+52.0% |
| Participant deferral / active EE | $5,413 | $4,508+20.1% | $3,852+40.5% | $5,609-3.5% |
| Admin fee / account holder | $528 | $10,749-95.1% | $6,675-92.1% | $10,828-95.1% |