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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 | $41,419 | $124,425-66.7% | $112,040-63.0% | $137,256-69.8% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 20.15% | 24.72%-4.6pp | 24.52%-4.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,579 | $3,411-53.7% | $2,954-46.6% | $4,156-62.0% |
| Participant deferral / active EE | $3,751 | $5,718-34.4% | $5,098-26.4% | $6,407-41.4% |
| Admin fee / account holder | $2,466 | $15,207-83.8% | $12,098-79.6% | $12,270-79.9% |