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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 | $51,085 | $59,440-14.1% | $78,004-34.5% | $82,637-38.2% |
| Participation rate | 50.0% | 62.8%-12.8pp | 69.4%-19.4pp | 68.1%-18.1pp |
| Annual return | 16.24% | 40.24%-24.0pp | 31.07%-14.8pp | 53.51%-37.3pp |
| Employer contribution / active EE | $1,041 | $1,750-40.5% | $2,469-57.8% | $2,552-59.2% |
| Participant deferral / active EE | $2,297 | $3,138-26.8% | $4,092-43.9% | $4,126-44.3% |
| Admin fee / account holder | $1,039 | $5,504-81.1% | $7,578-86.3% | $7,339-85.8% |