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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 | $52,514 | $78,423-33.0% | $95,964-45.3% | $79,856-34.2% |
| Participation rate | 60.3% | 73.5%-13.1pp | 77.1%-16.7pp | 69.6%-9.3pp |
| Annual return | 16.85% | 19.37%-2.5pp | 91.64%-74.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,630 | $1,945-16.2% | $2,541-35.8% | $2,471-34.0% |
| Participant deferral / active EE | $2,990 | $3,440-13.1% | $4,167-28.2% | $3,741-20.1% |
| Admin fee / account holder | $1,462 | $5,622-74.0% | $6,797-78.5% | $5,306-72.4% |