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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 | $32,739 | $51,166-36.0% | $70,544-53.6% | $71,511-54.2% |
| Participation rate | 58.9% | 59.4%-0.5pp | 68.4%-9.5pp | 67.9%-9.1pp |
| Annual return | 19.10% | 42.71%-23.6pp | 32.79%-13.7pp | 28.86%-9.8pp |
| Employer contribution / active EE | $1,082 | $1,793-39.7% | $2,976-63.6% | $2,589-58.2% |
| Participant deferral / active EE | $1,879 | $3,031-38.0% | $4,568-58.9% | $4,291-56.2% |
| Admin fee / account holder | $1,826 | $2,000-8.7% | $6,427-71.6% | $1,588+14.9% |