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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 | $47,995 | $67,411-28.8% | $91,004-47.3% | $70,126-31.6% |
| Participation rate | 54.9% | 71.4%-16.4pp | 75.6%-20.7pp | 69.5%-14.6pp |
| Annual return | 18.02% | -40.16%+58.2pp | 4.60%+13.4pp | 73.15%-55.1pp |
| Employer contribution / active EE | $1,607 | $1,786-10.0% | $2,456-34.6% | $2,343-31.4% |
| Participant deferral / active EE | $2,884 | $2,823+2.2% | $3,548-18.7% | $3,332-13.4% |
| Admin fee / account holder | $8,106 | $4,236+91.3% | $5,417+49.6% | $4,645+74.5% |