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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 | $41,535 | $43,333-4.1% | $59,883-30.6% | $64,181-35.3% |
| Participation rate | 39.3% | 69.2%-29.9pp | 74.7%-35.4pp | 69.6%-30.3pp |
| Annual return | 12.02% | -1.55%+13.6pp | 3.46%+8.6pp | 7.63%+4.4pp |
| Employer contribution / active EE | $1,894 | $2,029-6.6% | $2,722-30.4% | $2,381-20.4% |
| Participant deferral / active EE | $1,659 | $2,547-34.9% | $3,402-51.2% | $3,470-52.2% |
| Admin fee / account holder | $6,798 | $3,006+126.2% | $3,591+89.3% | $4,887+39.1% |