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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 | $71,197-28.6% | $93,669-45.8% | $80,925-37.2% |
| Participation rate | 60.0% | 60.4%-0.4pp | 68.7%-8.7pp | 67.7%-7.7pp |
| Annual return | 11.92% | 11.27%+0.7pp | 133.59%-121.7pp | 35.65%-23.7pp |
| Employer contribution / active EE | $1,519 | $1,565-2.9% | $2,424-37.3% | $2,756-44.9% |
| Participant deferral / active EE | $3,029 | $4,036-24.9% | $4,416-31.4% | $4,299-29.5% |
| Admin fee / account holder | $2,183 | $6,959-68.6% | $8,291-73.7% | $6,940-68.5% |