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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 | $53,492 | $71,230-24.9% | $93,727-42.9% | $80,959-33.9% |
| Participation rate | 36.4% | 60.4%-24.0pp | 68.7%-32.3pp | 67.7%-31.3pp |
| Annual return | 19.44% | 11.26%+8.2pp | 133.83%-114.4pp | 35.67%-16.2pp |
| Employer contribution / active EE | $1,047 | $1,565-33.1% | $2,421-56.8% | $2,757-62.0% |
| Participant deferral / active EE | $2,490 | $4,037-38.3% | $4,417-43.6% | $4,300-42.1% |
| Admin fee / account holder | $4,104 | $6,961-41.0% | $8,292-50.5% | $6,925-40.7% |