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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 | $46,681 | $55,889-16.5% | $76,119-38.7% | $80,935-42.3% |
| Participation rate | 54.5% | 62.1%-7.5pp | 69.1%-14.5pp | 67.7%-13.1pp |
| Annual return | 13.31% | 20.58%-7.3pp | 361.25%-347.9pp | 35.66%-22.3pp |
| Employer contribution / active EE | $1,684 | $1,866-9.7% | $2,693-37.5% | $2,757-38.9% |
| Participant deferral / active EE | $2,658 | $3,051-12.9% | $4,259-37.6% | $4,299-38.2% |
| Admin fee / account holder | $1,986 | $5,241-62.1% | $6,421-69.1% | $6,924-71.3% |