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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 | $50,731 | $56,063-9.5% | $76,051-33.3% | $80,911-37.3% |
| Participation rate | 47.5% | 62.0%-14.5pp | 69.1%-21.6pp | 67.6%-20.1pp |
| Annual return | 13.75% | 20.54%-6.8pp | 360.42%-346.7pp | 35.63%-21.9pp |
| Employer contribution / active EE | $1,453 | $1,874-22.5% | $2,690-46.0% | $2,756-47.3% |
| Participant deferral / active EE | $3,382 | $3,052+10.8% | $4,257-20.6% | $4,297-21.3% |
| Admin fee / account holder | $848 | $5,240-83.8% | $6,416-86.8% | $6,935-87.8% |