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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 | $55,018 | $70,430-21.9% | $96,572-43.0% | $85,851-35.9% |
| Participation rate | 52.0% | 61.8%-9.8pp | 69.8%-17.8pp | 69.3%-17.3pp |
| Annual return | 14.32% | 18.58%-4.3pp | 37.79%-23.5pp | 318.63%-304.3pp |
| Employer contribution / active EE | $1,385 | $1,413-2.0% | $2,357-41.2% | $2,565-46.0% |
| Participant deferral / active EE | $2,567 | $2,894-11.3% | $3,850-33.3% | $3,952-35.1% |
| Admin fee / account holder | $464 | $4,996-90.7% | $6,183-92.5% | $6,261-92.6% |