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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 | $80,705-31.9% | $115,768-52.5% | $67,986-19.2% |
| Participation rate | 57.3% | 63.0%-5.7pp | 74.4%-17.1pp | 57.2%+0.1pp |
| Annual return | 14.97% | 18.49%-3.5pp | 100.46%-85.5pp | 31.67%-16.7pp |
| Employer contribution / active EE | $1,510 | $2,046-26.2% | $2,940-48.6% | $2,019-25.2% |
| Participant deferral / active EE | $2,520 | $3,559-29.2% | $4,917-48.7% | $3,358-24.9% |
| Admin fee / account holder | $10,263 | $4,135+148.2% | $12,439-17.5% | $3,203+220.4% |