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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 | $58,250 | $62,592-6.9% | $85,709-32.0% | $85,847-32.1% |
| Participation rate | 48.5% | 61.1%-12.6pp | 69.9%-21.3pp | 69.3%-20.8pp |
| Annual return | 17.70% | 23.77%-6.1pp | 21.49%-3.8pp | 318.61%-300.9pp |
| Employer contribution / active EE | $1,163 | $1,755-33.8% | $2,619-55.6% | $2,565-54.7% |
| Participant deferral / active EE | $2,430 | $2,802-13.3% | $3,924-38.1% | $3,952-38.5% |
| Admin fee / account holder | $979 | $4,643-78.9% | $6,876-85.8% | $6,261-84.4% |