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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 | $126,661-68.8% | $113,397-65.2% | $138,895-71.6% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.5%-26.5pp | 79.9%-29.9pp |
| Annual return | 19.17% | 25.05%-5.9pp | 23.20%-4.0pp | 145.39%-126.2pp |
| Employer contribution / active EE | $1,682 | $3,456-51.3% | $2,977-43.5% | $4,194-59.9% |
| Participant deferral / active EE | $5,934 | $5,693+4.2% | $5,076+16.9% | $6,396-7.2% |
| Admin fee / account holder | $8,833 | $14,549-39.3% | $11,957-26.1% | $12,562-29.7% |