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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 | $20,505 | $71,215-71.2% | $93,696-78.1% | $80,935-74.7% |
| Participation rate | 58.3% | 60.4%-2.1pp | 68.7%-10.4pp | 67.7%-9.3pp |
| Annual return | 12.91% | 11.27%+1.6pp | 133.74%-120.8pp | 35.66%-22.8pp |
| Employer contribution / active EE | $1,325 | $1,565-15.3% | $2,422-45.3% | $2,757-51.9% |
| Participant deferral / active EE | $2,320 | $4,037-42.5% | $4,417-47.5% | $4,299-46.1% |
| Admin fee / account holder | $372 | $6,958-94.6% | $8,287-95.5% | $6,924-94.6% |