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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 | $53,163 | $65,027-18.2% | $90,970-41.6% | $79,852-33.4% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.0%-19.0pp | 69.6%-19.6pp |
| Annual return | 12.16% | 30.45%-18.3pp | 134.58%-122.4pp | 31.72%-19.6pp |
| Employer contribution / active EE | $1,456 | $1,247+16.8% | $2,122-31.4% | $2,471-41.1% |
| Participant deferral / active EE | $2,632 | $2,512+4.8% | $3,373-22.0% | $3,740-29.6% |
| Admin fee / account holder | $6,731 | $4,535+48.4% | $5,960+12.9% | $5,306+26.9% |