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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 | $41,713 | $57,590-27.6% | $86,233-51.6% | $82,448-49.4% |
| Participation rate | 50.0% | 57.9%-7.9pp | 69.0%-19.0pp | 68.1%-18.1pp |
| Annual return | 16.03% | 22.41%-6.4pp | 61.39%-45.4pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,149 | $1,655-30.6% | $2,504-54.1% | $2,551-54.9% |
| Participant deferral / active EE | $2,433 | $3,080-21.0% | $4,559-46.6% | $4,139-41.2% |
| Admin fee / account holder | $4,189 | $4,730-11.4% | $8,342-49.8% | $7,234-42.1% |