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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 | $59,829 | $71,215-16.0% | $93,696-36.1% | $80,935-26.1% |
| Participation rate | 44.8% | 60.4%-15.6pp | 68.7%-23.9pp | 67.7%-22.8pp |
| Annual return | 10.23% | 11.27%-1.0pp | 133.74%-123.5pp | 35.66%-25.4pp |
| Employer contribution / active EE | $1,256 | $1,565-19.8% | $2,422-48.1% | $2,757-54.4% |
| Participant deferral / active EE | $2,056 | $4,037-49.1% | $4,417-53.4% | $4,299-52.2% |
| Admin fee / account holder | $2,974 | $6,958-57.3% | $8,287-64.1% | $6,924-57.0% |