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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 | $30,108 | $32,425-7.1% | $74,577-59.6% | $55,167-45.4% |
| Participation rate | 53.5% | 54.0%-0.5pp | 68.1%-14.6pp | 69.0%-15.5pp |
| Annual return | 8.45% | 10.63%-2.2pp | 20.47%-12.0pp | 169.23%-160.8pp |
| Employer contribution / active EE | $753 | $1,043-27.8% | $2,525-70.2% | $1,963-61.6% |
| Participant deferral / active EE | $2,004 | $1,995+0.5% | $3,458-42.0% | $3,054-34.4% |
| Admin fee / account holder | $5,699 | $748+661.4% | $4,138+37.7% | $504+1031.0% |