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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 | $53,421 | $60,442-11.6% | $96,754-44.8% | $87,485-38.9% |
| Participation rate | 44.0% | 58.7%-14.7pp | 70.3%-26.3pp | 68.9%-24.9pp |
| Annual return | 15.18% | 21.97%-6.8pp | 82.04%-66.9pp | 26.06%-10.9pp |
| Employer contribution / active EE | $1,580 | $1,691-6.6% | $2,679-41.0% | $2,596-39.2% |
| Participant deferral / active EE | $2,904 | $3,280-11.5% | $4,758-39.0% | $4,274-32.0% |
| Admin fee / account holder | $3,894 | $5,069-23.2% | $8,905-56.3% | $7,775-49.9% |