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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 | $46,036 | $50,082-8.1% | $93,406-50.7% | $79,858-42.4% |
| Participation rate | 53.8% | 60.9%-7.1pp | 66.8%-13.0pp | 69.6%-15.8pp |
| Annual return | 22.85% | 24.59%-1.7pp | 78.05%-55.2pp | 31.72%-8.9pp |
| Employer contribution / active EE | $1,957 | $1,303+50.2% | $2,075-5.7% | $2,471-20.8% |
| Participant deferral / active EE | $6,171 | $2,212+178.9% | $3,126+97.4% | $3,740+65.0% |
| Admin fee / account holder | $1,034 | $3,454-70.1% | $5,230-80.2% | $5,306-80.5% |