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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 | $55,828 | $97,648-42.8% | $121,663-54.1% | $87,485-36.2% |
| Participation rate | 46.3% | 70.5%-24.2pp | 74.5%-28.2pp | 68.9%-22.7pp |
| Annual return | 18.38% | 18.03%+0.4pp | 147.54%-129.2pp | 26.06%-7.7pp |
| Employer contribution / active EE | $1,520 | $2,300-33.9% | $3,020-49.7% | $2,596-41.5% |
| Participant deferral / active EE | $3,509 | $3,923-10.6% | $4,887-28.2% | $4,274-17.9% |
| Admin fee / account holder | $6,514 | $11,100-41.3% | $14,289-54.4% | $7,775-16.2% |