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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 | $39,502 | $124,425-68.3% | $112,040-64.7% | $137,256-71.2% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 19.17% | 24.72%-5.5pp | 24.52%-5.3pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,682 | $3,411-50.7% | $2,954-43.0% | $4,156-59.5% |
| Participant deferral / active EE | $5,934 | $5,718+3.8% | $5,098+16.4% | $6,407-7.4% |
| Admin fee / account holder | $8,833 | $15,207-41.9% | $12,098-27.0% | $12,270-28.0% |