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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 | $51,817 | $65,034-20.3% | $90,970-43.0% | $79,856-35.1% |
| Participation rate | 54.1% | 61.6%-7.6pp | 69.0%-15.0pp | 69.6%-15.6pp |
| Annual return | 16.12% | 30.45%-14.3pp | 134.60%-118.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $398 | $1,247-68.1% | $2,122-81.3% | $2,471-83.9% |
| Participant deferral / active EE | $2,431 | $2,512-3.2% | $3,373-27.9% | $3,741-35.0% |
| Admin fee / account holder | $2,026 | $4,536-55.3% | $5,961-66.0% | $5,306-61.8% |