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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 | $41,591 | $48,364-14.0% | $71,796-42.1% | $62,881-33.9% |
| Participation rate | 54.4% | 60.6%-6.2pp | 69.1%-14.7pp | 69.3%-14.9pp |
| Annual return | 7.85% | 13.16%-5.3pp | 78.04%-70.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $868 | $1,042-16.7% | $1,924-54.9% | $2,281-62.0% |
| Participant deferral / active EE | $2,412 | $2,091+15.3% | $2,794-13.7% | $3,203-24.7% |
| Admin fee / account holder | $423 | $3,771-88.8% | $4,815-91.2% | $4,296-90.1% |