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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 | $55,953 | $70,430-20.6% | $96,572-42.1% | $85,851-34.8% |
| Participation rate | 51.2% | 61.8%-10.6pp | 69.8%-18.6pp | 69.3%-18.1pp |
| Annual return | 14.98% | 18.58%-3.6pp | 37.79%-22.8pp | 318.63%-303.7pp |
| Employer contribution / active EE | $1,135 | $1,413-19.7% | $2,357-51.9% | $2,565-55.8% |
| Participant deferral / active EE | $3,078 | $2,894+6.4% | $3,850-20.0% | $3,952-22.1% |
| Admin fee / account holder | $946 | $4,996-81.1% | $6,183-84.7% | $6,261-84.9% |