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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 | $52,657 | $58,057-9.3% | $97,032-45.7% | $86,983-39.5% |
| Participation rate | 44.0% | 60.4%-16.4pp | 71.6%-27.6pp | 69.5%-25.5pp |
| Annual return | 14.39% | 22.26%-7.9pp | 35.38%-21.0pp | 25.83%-11.4pp |
| Employer contribution / active EE | $1,131 | $1,663-32.0% | $2,629-57.0% | $2,584-56.2% |
| Participant deferral / active EE | $2,073 | $3,244-36.1% | $4,672-55.6% | $4,194-50.6% |
| Admin fee / account holder | $44,716 | $4,839+824.1% | $9,418+374.8% | $7,856+469.2% |