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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 | $36,922 | $124,425-70.3% | $112,040-67.0% | $137,256-73.1% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 19.05% | 24.72%-5.7pp | 24.52%-5.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,209 | $3,411-64.6% | $2,954-59.1% | $4,156-70.9% |
| Participant deferral / active EE | $2,633 | $5,718-54.0% | $5,098-48.3% | $6,407-58.9% |
| Admin fee / account holder | $1,569 | $15,207-89.7% | $12,098-87.0% | $12,270-87.2% |