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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 | $45,582 | $47,944-4.9% | $67,834-32.8% | $62,881-27.5% |
| Participation rate | 46.3% | 61.1%-14.8pp | 68.8%-22.5pp | 69.3%-23.0pp |
| Annual return | 5.99% | 11.77%-5.8pp | 138.47%-132.5pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,531 | $1,562-2.0% | $2,403-36.3% | $2,281-32.9% |
| Participant deferral / active EE | $2,389 | $2,247+6.3% | $3,160-24.4% | $3,203-25.4% |
| Admin fee / account holder | $7,512 | $3,712+102.4% | $4,622+62.5% | $4,296+74.9% |