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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 | $42,990 | $88,996-51.7% | $78,004-44.9% | $138,895-69.0% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.4%-19.4pp | 79.9%-29.9pp |
| Annual return | 16.36% | 28.03%-11.7pp | 31.07%-14.7pp | 145.39%-129.0pp |
| Employer contribution / active EE | $1,631 | $2,917-44.1% | $2,469-33.9% | $4,194-61.1% |
| Participant deferral / active EE | $3,578 | $4,724-24.3% | $4,092-12.5% | $6,396-44.1% |
| Admin fee / account holder | $5,038 | $8,807-42.8% | $7,578-33.5% | $12,562-59.9% |