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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 | $29,047 | $72,486-59.9% | $87,103-66.7% | $72,976-60.2% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.8pp |
| Annual return | 22.54% | 24.46%-1.9pp | 28.19%-5.6pp | 81.02%-58.5pp |
| Employer contribution / active EE | $1,705 | $1,894-10.0% | $2,521-32.4% | $2,440-30.1% |
| Participant deferral / active EE | $3,593 | $3,270+9.9% | $4,049-11.3% | $3,608-0.4% |
| Admin fee / account holder | $1,273 | $5,055-74.8% | $7,491-83.0% | $5,124-75.2% |