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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 | $46,356 | $70,430-34.2% | $96,572-52.0% | $85,851-46.0% |
| Participation rate | 65.2% | 61.8%+3.3pp | 69.8%-4.7pp | 69.3%-4.2pp |
| Annual return | 12.55% | 18.58%-6.0pp | 37.79%-25.2pp | 318.63%-306.1pp |
| Employer contribution / active EE | $1,038 | $1,413-26.5% | $2,357-56.0% | $2,565-59.5% |
| Participant deferral / active EE | $1,983 | $2,894-31.5% | $3,850-48.5% | $3,952-49.8% |
| Admin fee / account holder | $1,532 | $4,996-69.3% | $6,183-75.2% | $6,261-75.5% |