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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 | $44,932 | $60,442-25.7% | $96,754-53.6% | $87,485-48.6% |
| Participation rate | 56.3% | 58.7%-2.5pp | 70.3%-14.0pp | 68.9%-12.7pp |
| Annual return | 15.23% | 21.97%-6.7pp | 82.04%-66.8pp | 26.06%-10.8pp |
| Employer contribution / active EE | $1,350 | $1,691-20.1% | $2,679-49.6% | $2,596-48.0% |
| Participant deferral / active EE | $4,222 | $3,280+28.7% | $4,758-11.3% | $4,274-1.2% |
| Admin fee / account holder | $7,755 | $5,069+53.0% | $8,905-12.9% | $7,775-0.2% |