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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 | $44,962 | $101,798-55.8% | $165,071-72.8% | $80,935-44.4% |
| Participation rate | 65.5% | 71.8%-6.3pp | 78.6%-13.1pp | 67.7%-2.1pp |
| Annual return | 12.50% | 16.73%-4.2pp | 70.17%-57.7pp | 35.66%-23.2pp |
| Employer contribution / active EE | $1,516 | $2,954-48.7% | $4,347-65.1% | $2,757-45.0% |
| Participant deferral / active EE | $3,703 | $4,476-17.3% | $6,035-38.6% | $4,299-13.9% |
| Admin fee / account holder | $2,694 | $8,221-67.2% | $12,695-78.8% | $6,924-61.1% |