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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 | $54,504 | $78,428-30.5% | $95,960-43.2% | $79,852-31.7% |
| Participation rate | 55.0% | 73.5%-18.5pp | 77.1%-22.1pp | 69.6%-14.6pp |
| Annual return | 20.10% | 19.37%+0.7pp | 91.63%-71.5pp | 31.72%-11.6pp |
| Employer contribution / active EE | $1,524 | $1,945-21.7% | $2,541-40.0% | $2,471-38.3% |
| Participant deferral / active EE | $3,033 | $3,440-11.8% | $4,167-27.2% | $3,740-18.9% |
| Admin fee / account holder | $466 | $5,622-91.7% | $6,797-93.1% | $5,306-91.2% |