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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 | $34,613 | $58,848-41.2% | $88,179-60.7% | $82,637-58.1% |
| Participation rate | 51.5% | 57.9%-6.4pp | 69.1%-17.6pp | 68.1%-16.5pp |
| Annual return | 14.50% | 22.76%-8.3pp | 64.97%-50.5pp | 53.51%-39.0pp |
| Employer contribution / active EE | $1,490 | $1,678-11.2% | $2,549-41.6% | $2,552-41.6% |
| Participant deferral / active EE | $4,451 | $3,124+42.5% | $4,614-3.5% | $4,126+7.9% |
| Admin fee / account holder | $3,823 | $4,795-20.3% | $7,673-50.2% | $7,339-47.9% |