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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 | $54,939 | $76,383-28.1% | $121,663-54.8% | $64,340-14.6% |
| Participation rate | 57.3% | 60.4%-3.2pp | 74.5%-17.2pp | 55.2%+2.0pp |
| Annual return | 14.97% | 16.98%-2.0pp | 147.54%-132.6pp | 24.14%-9.2pp |
| Employer contribution / active EE | $1,510 | $1,943-22.3% | $3,020-50.0% | $1,862-18.9% |
| Participant deferral / active EE | $2,520 | $3,149-20.0% | $4,887-48.4% | $2,980-15.4% |
| Admin fee / account holder | $10,263 | $4,142+147.8% | $14,289-28.2% | $3,703+177.2% |