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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 | $53,809 | $87,106-38.2% | $105,607-49.0% | $80,935-33.5% |
| Participation rate | 47.6% | 70.4%-22.8pp | 75.3%-27.7pp | 67.7%-20.0pp |
| Annual return | 14.75% | 17.01%-2.3pp | 116.11%-101.4pp | 35.66%-20.9pp |
| Employer contribution / active EE | $1,888 | $2,396-21.2% | $3,167-40.4% | $2,757-31.5% |
| Participant deferral / active EE | $3,294 | $3,986-17.4% | $5,011-34.3% | $4,299-23.4% |
| Admin fee / account holder | $2,237 | $8,447-73.5% | $10,958-79.6% | $6,924-67.7% |