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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 | $50,898 | $61,755-17.6% | $97,161-47.6% | $80,911-37.1% |
| Participation rate | 44.7% | 63.5%-18.7pp | 72.7%-28.0pp | 67.6%-22.9pp |
| Annual return | 19.65% | -557.90%+577.6pp | 75.36%-55.7pp | 35.63%-16.0pp |
| Employer contribution / active EE | $1,328 | $1,835-27.6% | $2,723-51.2% | $2,756-51.8% |
| Participant deferral / active EE | $2,427 | $3,026-19.8% | $4,265-43.1% | $4,297-43.5% |
| Admin fee / account holder | $4,066 | $5,166-21.3% | $5,647-28.0% | $6,935-41.4% |