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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 | $55,889-9.2% | $76,119-33.4% | $80,935-37.3% |
| Participation rate | 47.5% | 62.1%-14.6pp | 69.1%-21.6pp | 67.7%-20.2pp |
| Annual return | 13.75% | 20.58%-6.8pp | 361.25%-347.5pp | 35.66%-21.9pp |
| Employer contribution / active EE | $1,453 | $1,866-22.1% | $2,693-46.0% | $2,757-47.3% |
| Participant deferral / active EE | $3,382 | $3,051+10.9% | $4,259-20.6% | $4,299-21.3% |
| Admin fee / account holder | $848 | $5,241-83.8% | $6,421-86.8% | $6,924-87.7% |