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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 | $43,461 | $63,354-31.4% | $94,105-53.8% | $82,637-47.4% |
| Participation rate | 50.0% | 63.8%-13.8pp | 71.9%-21.9pp | 68.1%-18.1pp |
| Annual return | 28.93% | 34.36%-5.4pp | 204.55%-175.6pp | 53.51%-24.6pp |
| Employer contribution / active EE | $1,302 | $1,760-26.0% | $2,504-48.0% | $2,552-49.0% |
| Participant deferral / active EE | $2,062 | $2,873-28.2% | $3,881-46.9% | $4,126-50.0% |
| Admin fee / account holder | $360 | $5,073-92.9% | $6,199-94.2% | $7,339-95.1% |