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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 | $56,063-16.9% | $76,051-38.8% | $80,911-42.4% |
| Participation rate | 53.3% | 62.0%-8.7pp | 69.1%-15.7pp | 67.6%-14.3pp |
| Annual return | 15.80% | 20.54%-4.7pp | 360.42%-344.6pp | 35.63%-19.8pp |
| Employer contribution / active EE | $1,635 | $1,874-12.8% | $2,690-39.2% | $2,756-40.7% |
| Participant deferral / active EE | $2,959 | $3,052-3.1% | $4,257-30.5% | $4,297-31.1% |
| Admin fee / account holder | $5,093 | $5,240-2.8% | $6,416-20.6% | $6,935-26.6% |