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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 | $49,764 | $63,861-22.1% | $104,625-52.4% | $79,852-37.7% |
| Participation rate | 55.9% | 64.9%-9.0pp | 74.1%-18.1pp | 69.6%-13.7pp |
| Annual return | 12.05% | 21.30%-9.2pp | 340.60%-328.5pp | 31.72%-19.7pp |
| Employer contribution / active EE | $1,067 | $1,588-32.8% | $2,681-60.2% | $2,471-56.8% |
| Participant deferral / active EE | $2,211 | $2,693-17.9% | $3,738-40.9% | $3,740-40.9% |
| Admin fee / account holder | $5,800 | $4,185+38.6% | $6,465-10.3% | $5,306+9.3% |