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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 | $45,998 | $50,554-9.0% | $67,681-32.0% | $87,485-47.4% |
| Participation rate | 65.5% | 67.7%-2.2pp | 73.7%-8.2pp | 68.9%-3.4pp |
| Annual return | 19.34% | 17.81%+1.5pp | 590.58%-571.2pp | 26.06%-6.7pp |
| Employer contribution / active EE | $1,423 | $1,988-28.4% | $2,678-46.9% | $2,596-45.2% |
| Participant deferral / active EE | $2,761 | $2,961-6.8% | $3,976-30.5% | $4,274-35.4% |
| Admin fee / account holder | $747 | $4,132-81.9% | $6,100-87.7% | $7,775-90.4% |