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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 | $54,635 | $73,978-26.1% | $96,515-43.4% | $75,173-27.3% |
| Participation rate | 51.8% | 66.4%-14.6pp | 74.3%-22.5pp | 67.2%-15.4pp |
| Annual return | 23.72% | 26.72%-3.0pp | 35.73%-12.0pp | 160.72%-137.0pp |
| Employer contribution / active EE | $1,595 | $2,931-45.6% | $3,740-57.3% | $2,671-40.3% |
| Participant deferral / active EE | $2,971 | $3,660-18.8% | $4,880-39.1% | $4,126-28.0% |
| Admin fee / account holder | $8,341 | $5,219+59.8% | $6,735+23.8% | $5,651+47.6% |