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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 | $30,003 | $71,197-57.9% | $93,669-68.0% | $80,925-62.9% |
| Participation rate | 51.2% | 60.4%-9.2pp | 68.7%-17.5pp | 67.7%-16.4pp |
| Annual return | 13.99% | 11.27%+2.7pp | 133.59%-119.6pp | 35.65%-21.7pp |
| Employer contribution / active EE | $1,314 | $1,565-16.0% | $2,424-45.8% | $2,756-52.3% |
| Participant deferral / active EE | $1,821 | $4,036-54.9% | $4,416-58.8% | $4,299-57.6% |
| Admin fee / account holder | $1,470 | $6,959-78.9% | $8,291-82.3% | $6,940-78.8% |