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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 | $52,099 | $71,230-26.9% | $93,727-44.4% | $80,959-35.6% |
| Participation rate | 56.0% | 60.4%-4.4pp | 68.7%-12.7pp | 67.7%-11.7pp |
| Annual return | 15.88% | 11.26%+4.6pp | 133.83%-118.0pp | 35.67%-19.8pp |
| Employer contribution / active EE | $1,631 | $1,565+4.2% | $2,421-32.6% | $2,757-40.8% |
| Participant deferral / active EE | $3,518 | $4,037-12.9% | $4,417-20.4% | $4,300-18.2% |
| Admin fee / account holder | $1,066 | $6,961-84.7% | $8,292-87.1% | $6,925-84.6% |