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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 | $60,345 | $73,107-17.5% | $114,563-47.3% | $87,485-31.0% |
| Participation rate | 49.3% | 65.8%-16.5pp | 72.9%-23.6pp | 68.9%-19.6pp |
| Annual return | 19.30% | 19.47%-0.2pp | 241.09%-221.8pp | 26.06%-6.8pp |
| Employer contribution / active EE | $1,528 | $1,881-18.7% | $2,592-41.0% | $2,596-41.1% |
| Participant deferral / active EE | $2,659 | $3,144-15.4% | $4,142-35.8% | $4,274-37.8% |
| Admin fee / account holder | $3,530 | $5,770-38.8% | $7,623-53.7% | $7,775-54.6% |