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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 | $41,120 | $94,439-56.5% | $73,658-44.2% | $154,746-73.4% |
| Participation rate | 50.0% | 64.7%-14.7pp | 57.0%-7.0pp | 80.7%-30.7pp |
| Annual return | 18.78% | 28.25%-9.5pp | 29.72%-10.9pp | 172.34%-153.6pp |
| Employer contribution / active EE | $1,212 | $1,257-3.6% | $1,032+17.4% | $4,379-72.3% |
| Participant deferral / active EE | $1,554 | $2,527-38.5% | $2,062-24.6% | $6,730-76.9% |
| Admin fee / account holder | $811 | $3,843-78.9% | $3,357-75.9% | $14,365-94.4% |