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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 | $43,231 | $65,027-33.5% | $90,970-52.5% | $79,852-45.9% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.0%-19.0pp | 69.6%-19.6pp |
| Annual return | 15.10% | 30.45%-15.4pp | 134.58%-119.5pp | 31.72%-16.6pp |
| Employer contribution / active EE | $1,657 | $1,247+32.9% | $2,122-21.9% | $2,471-32.9% |
| Participant deferral / active EE | $2,475 | $2,512-1.5% | $3,373-26.6% | $3,740-33.8% |
| Admin fee / account holder | $311 | $4,535-93.1% | $5,960-94.8% | $5,306-94.1% |