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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 | $32,507 | $87,132-62.7% | $105,624-69.2% | $80,959-59.8% |
| Participation rate | 59.3% | 70.4%-11.1pp | 75.3%-16.0pp | 67.7%-8.4pp |
| Annual return | 11.86% | 17.03%-5.2pp | 116.20%-104.3pp | 35.67%-23.8pp |
| Employer contribution / active EE | $2,532 | $2,397+5.6% | $3,168-20.1% | $2,757-8.2% |
| Participant deferral / active EE | $3,945 | $3,985-1.0% | $5,013-21.3% | $4,300-8.3% |
| Admin fee / account holder | $4,476 | $8,449-47.0% | $10,961-59.2% | $6,925-35.4% |