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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 | $64,847 | $112,729-42.5% | $98,716-34.3% | $137,256-52.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 11.52% | 38.48%-27.0pp | 31.81%-20.3pp | 220.34%-208.8pp |
| Employer contribution / active EE | $1,005 | $2,725-63.1% | $2,279-55.9% | $4,156-75.8% |
| Participant deferral / active EE | $4,406 | $4,640-5.0% | $4,048+8.9% | $6,407-31.2% |
| Admin fee / account holder | $4,388 | $10,129-56.7% | $8,703-49.6% | $12,270-64.2% |