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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 | $54,584 | $71,215-23.4% | $93,696-41.7% | $80,935-32.6% |
| Participation rate | 48.6% | 60.4%-11.8pp | 68.7%-20.1pp | 67.7%-19.1pp |
| Annual return | 11.91% | 11.27%+0.6pp | 133.74%-121.8pp | 35.66%-23.8pp |
| Employer contribution / active EE | $1,436 | $1,565-8.3% | $2,422-40.7% | $2,757-47.9% |
| Participant deferral / active EE | $2,652 | $4,037-34.3% | $4,417-40.0% | $4,299-38.3% |
| Admin fee / account holder | $1,193 | $6,958-82.9% | $8,287-85.6% | $6,924-82.8% |