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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 | $44,544 | $59,440-25.1% | $78,004-42.9% | $82,637-46.1% |
| Participation rate | 50.0% | 62.8%-12.8pp | 69.4%-19.4pp | 68.1%-18.1pp |
| Annual return | 20.96% | 40.24%-19.3pp | 31.07%-10.1pp | 53.51%-32.5pp |
| Employer contribution / active EE | $1,620 | $1,750-7.4% | $2,469-34.4% | $2,552-36.5% |
| Participant deferral / active EE | $3,349 | $3,138+6.7% | $4,092-18.2% | $4,126-18.8% |
| Admin fee / account holder | $4,695 | $5,504-14.7% | $7,578-38.0% | $7,339-36.0% |