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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 | $49,849 | $56,063-11.1% | $76,051-34.5% | $80,911-38.4% |
| Participation rate | 64.3% | 62.0%+2.2pp | 69.1%-4.8pp | 67.6%-3.4pp |
| Annual return | 12.36% | 20.54%-8.2pp | 360.42%-348.1pp | 35.63%-23.3pp |
| Employer contribution / active EE | $1,589 | $1,874-15.2% | $2,690-40.9% | $2,756-42.4% |
| Participant deferral / active EE | $2,521 | $3,052-17.4% | $4,257-40.8% | $4,297-41.3% |
| Admin fee / account holder | $2,688 | $5,240-48.7% | $6,416-58.1% | $6,935-61.2% |