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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 | $43,715 | $67,411-35.2% | $91,004-52.0% | $70,126-37.7% |
| Participation rate | 55.3% | 71.4%-16.1pp | 75.6%-20.3pp | 69.5%-14.3pp |
| Annual return | 16.94% | -40.16%+57.1pp | 4.60%+12.3pp | 73.15%-56.2pp |
| Employer contribution / active EE | $1,161 | $1,786-35.0% | $2,456-52.7% | $2,343-50.4% |
| Participant deferral / active EE | $2,135 | $2,823-24.4% | $3,548-39.8% | $3,332-35.9% |
| Admin fee / account holder | $4,918 | $4,236+16.1% | $5,417-9.2% | $4,645+5.9% |