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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 | $55,402 | $70,435-21.3% | $96,575-42.6% | $85,856-35.5% |
| Participation rate | 54.5% | 61.8%-7.3pp | 69.8%-15.3pp | 69.3%-14.8pp |
| Annual return | 12.68% | 18.59%-5.9pp | 37.79%-25.1pp | 318.58%-305.9pp |
| Employer contribution / active EE | $1,391 | $1,413-1.6% | $2,357-41.0% | $2,565-45.8% |
| Participant deferral / active EE | $3,105 | $2,894+7.3% | $3,849-19.3% | $3,952-21.4% |
| Admin fee / account holder | $3,589 | $4,997-28.2% | $6,182-42.0% | $6,261-42.7% |