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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 | $55,889-10.8% | $76,119-34.5% | $80,935-38.4% |
| Participation rate | 64.3% | 62.1%+2.2pp | 69.1%-4.8pp | 67.7%-3.4pp |
| Annual return | 12.36% | 20.58%-8.2pp | 361.25%-348.9pp | 35.66%-23.3pp |
| Employer contribution / active EE | $1,589 | $1,866-14.9% | $2,693-41.0% | $2,757-42.4% |
| Participant deferral / active EE | $2,521 | $3,051-17.4% | $4,259-40.8% | $4,299-41.4% |
| Admin fee / account holder | $2,688 | $5,241-48.7% | $6,421-58.1% | $6,924-61.2% |