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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 | $58,351 | $87,733-33.5% | $106,555-45.2% | $85,847-32.0% |
| Participation rate | 48.4% | 71.9%-23.5pp | 76.1%-27.7pp | 69.3%-20.9pp |
| Annual return | 12.88% | 21.86%-9.0pp | 26.80%-13.9pp | 318.61%-305.7pp |
| Employer contribution / active EE | $1,585 | $2,073-23.5% | $2,819-43.8% | $2,565-38.2% |
| Participant deferral / active EE | $2,957 | $3,469-14.8% | $4,399-32.8% | $3,952-25.2% |
| Admin fee / account holder | $4,309 | $6,767-36.3% | $7,408-41.8% | $6,261-31.2% |