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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 | $58,817 | $67,411-12.7% | $91,004-35.4% | $70,124-16.1% |
| Participation rate | 54.8% | 71.4%-16.6pp | 75.6%-20.8pp | 69.5%-14.8pp |
| Annual return | 13.63% | -40.16%+53.8pp | 4.60%+9.0pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,289 | $1,786-27.8% | $2,456-47.5% | $2,342-45.0% |
| Participant deferral / active EE | $2,590 | $2,823-8.2% | $3,548-27.0% | $3,332-22.3% |
| Admin fee / account holder | $1,275 | $4,236-69.9% | $5,417-76.5% | $4,645-72.6% |