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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 | $45,985 | $51,638-10.9% | $68,368-32.7% | $82,448-44.2% |
| Participation rate | 60.0% | 63.6%-3.6pp | 73.8%-13.8pp | 68.1%-8.1pp |
| Annual return | 13.48% | 37.53%-24.1pp | 292.57%-279.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $751 | $2,047-63.3% | $2,649-71.6% | $2,551-70.6% |
| Participant deferral / active EE | $1,176 | $2,914-59.6% | $4,123-71.5% | $4,139-71.6% |
| Admin fee / account holder | $2,849 | $4,643-38.6% | $5,150-44.7% | $7,234-60.6% |