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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 | $50,802 | $71,208-28.7% | $93,681-45.8% | $80,911-37.2% |
| Participation rate | 60.0% | 60.4%-0.4pp | 68.7%-8.7pp | 67.6%-7.6pp |
| Annual return | 11.92% | 11.27%+0.6pp | 133.47%-121.6pp | 35.63%-23.7pp |
| Employer contribution / active EE | $1,519 | $1,564-2.9% | $2,422-37.3% | $2,756-44.9% |
| Participant deferral / active EE | $3,029 | $4,035-24.9% | $4,415-31.4% | $4,297-29.5% |
| Admin fee / account holder | $2,183 | $6,951-68.6% | $8,290-73.7% | $6,935-68.5% |