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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 | $46,579 | $55,889-16.7% | $76,119-38.8% | $80,935-42.4% |
| Participation rate | 53.3% | 62.1%-8.7pp | 69.1%-15.7pp | 67.7%-14.3pp |
| Annual return | 15.80% | 20.58%-4.8pp | 361.25%-345.4pp | 35.66%-19.9pp |
| Employer contribution / active EE | $1,635 | $1,866-12.4% | $2,693-39.3% | $2,757-40.7% |
| Participant deferral / active EE | $2,959 | $3,051-3.0% | $4,259-30.5% | $4,299-31.2% |
| Admin fee / account holder | $5,093 | $5,241-2.8% | $6,421-20.7% | $6,924-26.5% |