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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 | $23,768 | $49,249-51.7% | $70,476-66.3% | $79,852-70.2% |
| Participation rate | 60.9% | 69.2%-8.3pp | 75.1%-14.2pp | 69.6%-8.8pp |
| Annual return | 6.79% | 30.09%-23.3pp | 109.12%-102.3pp | 31.72%-24.9pp |
| Employer contribution / active EE | $1,764 | $2,100-16.0% | $2,738-35.6% | $2,471-28.6% |
| Participant deferral / active EE | $3,307 | $2,769+19.4% | $3,710-10.9% | $3,740-11.6% |
| Admin fee / account holder | $4,178 | $2,878+45.2% | $3,847+8.6% | $5,306-21.3% |