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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 | $36,747 | $45,312-18.9% | $86,233-57.4% | $67,986-45.9% |
| Participation rate | 49.5% | 42.4%+7.1pp | 69.0%-19.5pp | 57.2%-7.7pp |
| Annual return | 14.83% | 24.79%-10.0pp | 61.39%-46.6pp | 31.67%-16.8pp |
| Employer contribution / active EE | $1,119 | $1,160-3.5% | $2,504-55.3% | $2,019-44.5% |
| Participant deferral / active EE | $1,684 | $2,185-22.9% | $4,559-63.1% | $3,358-49.9% |
| Admin fee / account holder | $8,957 | $3,295+171.9% | $8,342+7.4% | $3,203+179.6% |