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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 | $44,844 | $54,541-17.8% | $78,778-43.1% | $70,126-36.1% |
| Participation rate | 49.4% | 60.8%-11.4pp | 69.2%-19.8pp | 69.5%-20.2pp |
| Annual return | 17.03% | 21.07%-4.0pp | 35.62%-18.6pp | 73.15%-56.1pp |
| Employer contribution / active EE | $1,337 | $1,089+22.8% | $1,986-32.7% | $2,343-42.9% |
| Participant deferral / active EE | $2,126 | $2,210-3.8% | $2,958-28.1% | $3,332-36.2% |
| Admin fee / account holder | $1,101 | $3,709-70.3% | $5,134-78.6% | $4,645-76.3% |