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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 | $43,548 | $45,041-3.3% | $63,003-30.9% | $70,131-37.9% |
| Participation rate | 55.1% | 69.5%-14.5pp | 74.8%-19.8pp | 69.5%-14.5pp |
| Annual return | 19.61% | 18.76%+0.9pp | 87.59%-68.0pp | 73.14%-53.5pp |
| Employer contribution / active EE | $1,055 | $2,052-48.6% | $2,760-61.8% | $2,342-55.0% |
| Participant deferral / active EE | $2,939 | $2,465+19.2% | $3,329-11.7% | $3,332-11.8% |
| Admin fee / account holder | $5,678 | $2,836+100.3% | $3,600+57.7% | $4,645+22.2% |