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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 | $54,667 | $73,978-26.1% | $96,515-43.4% | $75,173-27.3% |
| Participation rate | 48.0% | 66.4%-18.4pp | 74.3%-26.3pp | 67.2%-19.2pp |
| Annual return | 20.17% | 26.72%-6.6pp | 35.73%-15.6pp | 160.72%-140.5pp |
| Employer contribution / active EE | $1,478 | $2,931-49.6% | $3,740-60.5% | $2,671-44.6% |
| Participant deferral / active EE | $2,565 | $3,660-29.9% | $4,880-47.4% | $4,126-37.8% |
| Admin fee / account holder | $1,296 | $5,219-75.2% | $6,735-80.8% | $5,651-77.1% |