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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 | $55,525 | $58,828-5.6% | $78,002-28.8% | $62,881-11.7% |
| Participation rate | 64.4% | 71.1%-6.7pp | 75.5%-11.1pp | 69.3%-4.9pp |
| Annual return | 6.50% | 17.16%-10.7pp | 425.99%-419.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,380 | $1,672-17.5% | $2,470-44.1% | $2,281-39.5% |
| Participant deferral / active EE | $2,156 | $2,686-19.7% | $3,497-38.4% | $3,203-32.7% |
| Admin fee / account holder | $7,462 | $4,393+69.8% | $5,481+36.1% | $4,296+73.7% |