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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 | $45,756 | $61,816-26.0% | $97,260-53.0% | $80,935-43.5% |
| Participation rate | 55.6% | 63.5%-7.9pp | 72.7%-17.1pp | 67.7%-12.1pp |
| Annual return | 15.20% | -558.73%+573.9pp | 75.54%-60.3pp | 35.66%-20.5pp |
| Employer contribution / active EE | $1,287 | $1,836-29.9% | $2,721-52.7% | $2,757-53.3% |
| Participant deferral / active EE | $3,754 | $3,027+24.0% | $4,262-11.9% | $4,299-12.7% |
| Admin fee / account holder | $741 | $5,166-85.7% | $5,640-86.9% | $6,924-89.3% |