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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 | $16,308 | $57,541-71.7% | $95,759-83.0% | $75,177-78.3% |
| Participation rate | 50.0% | 62.5%-12.5pp | 72.3%-22.3pp | 67.2%-17.2pp |
| Annual return | 20.65% | 34.93%-14.3pp | 28.42%-7.8pp | 160.75%-140.1pp |
| Employer contribution / active EE | $1,052 | $1,808-41.8% | $2,836-62.9% | $2,671-60.6% |
| Participant deferral / active EE | $2,239 | $3,074-27.2% | $4,244-47.2% | $4,126-45.7% |
| Admin fee / account holder | $1,020 | $4,099-75.1% | $5,678-82.0% | $5,651-81.9% |