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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 | $45,236 | $50,554-10.5% | $67,681-33.2% | $87,485-48.3% |
| Participation rate | 62.3% | 67.7%-5.4pp | 73.7%-11.4pp | 68.9%-6.6pp |
| Annual return | 12.65% | 17.81%-5.2pp | 590.58%-577.9pp | 26.06%-13.4pp |
| Employer contribution / active EE | $909 | $1,988-54.3% | $2,678-66.1% | $2,596-65.0% |
| Participant deferral / active EE | $2,840 | $2,961-4.1% | $3,976-28.6% | $4,274-33.5% |
| Admin fee / account holder | $3,438 | $4,132-16.8% | $6,100-43.6% | $7,775-55.8% |