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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 | $51,017 | $63,924-20.2% | $108,582-53.0% | $55,167-7.5% |
| Participation rate | 43.6% | 74.3%-30.8pp | 79.6%-36.0pp | 69.0%-25.4pp |
| Annual return | 9.55% | 15.31%-5.8pp | -51.70%+61.2pp | 169.23%-159.7pp |
| Employer contribution / active EE | $1,304 | $1,879-30.6% | $3,758-65.3% | $1,963-33.6% |
| Participant deferral / active EE | $2,950 | $3,067-3.8% | $4,311-31.6% | $3,054-3.4% |
| Admin fee / account holder | $1,078 | $618+74.5% | $7,645-85.9% | $504+113.9% |