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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 | $31,751 | $65,041-51.2% | $90,965-65.1% | $79,858-60.2% |
| Participation rate | 48.1% | 61.6%-13.6pp | 69.0%-21.0pp | 69.6%-21.6pp |
| Annual return | 12.89% | 30.45%-17.6pp | 134.57%-121.7pp | 31.72%-18.8pp |
| Employer contribution / active EE | $617 | $1,247-50.5% | $2,122-70.9% | $2,471-75.0% |
| Participant deferral / active EE | $1,477 | $2,512-41.2% | $3,373-56.2% | $3,740-60.5% |
| Admin fee / account holder | $5,126 | $4,536+13.0% | $5,960-14.0% | $5,306-3.4% |