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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 | $136,860-71.1% | $120,344-67.2% | $154,746-74.5% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.7%-26.7pp | 80.7%-30.7pp |
| Annual return | 19.17% | 21.38%-2.2pp | 20.30%-1.1pp | 172.34%-153.2pp |
| Employer contribution / active EE | $1,682 | $3,533-52.4% | $3,020-44.3% | $4,379-61.6% |
| Participant deferral / active EE | $5,934 | $5,793+2.4% | $5,135+15.6% | $6,730-11.8% |
| Admin fee / account holder | $8,833 | $15,393-42.6% | $12,742-30.7% | $14,365-38.5% |