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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 | $44,936 | $51,202-12.2% | $70,548-36.3% | $75,181-40.2% |
| Participation rate | 48.6% | 61.0%-12.4pp | 68.3%-19.8pp | 67.2%-18.6pp |
| Annual return | 15.93% | 30.05%-14.1pp | 32.78%-16.8pp | 160.69%-144.8pp |
| Employer contribution / active EE | $366 | $1,827-79.9% | $2,975-87.7% | $2,671-86.3% |
| Participant deferral / active EE | $2,100 | $2,850-26.3% | $4,567-54.0% | $4,126-49.1% |
| Admin fee / account holder | $10,086 | $4,094+146.4% | $6,424+57.0% | $5,650+78.5% |