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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 | $49,735 | $86,294-42.4% | $111,303-55.3% | $85,856-42.1% |
| Participation rate | 52.0% | 73.3%-21.3pp | 77.3%-25.3pp | 69.3%-17.3pp |
| Annual return | 16.37% | 19.99%-3.6pp | 54.66%-38.3pp | 318.58%-302.2pp |
| Employer contribution / active EE | $1,660 | $2,043-18.8% | $2,731-39.2% | $2,565-35.3% |
| Participant deferral / active EE | $3,071 | $3,641-15.6% | $4,487-31.6% | $3,952-22.3% |
| Admin fee / account holder | $10,146 | $8,189+23.9% | $7,966+27.4% | $6,261+62.1% |