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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 | $38,177 | $67,411-43.4% | $91,004-58.0% | $70,126-45.6% |
| Participation rate | 61.8% | 71.4%-9.5pp | 75.6%-13.8pp | 69.5%-7.7pp |
| Annual return | 19.35% | -40.16%+59.5pp | 4.60%+14.8pp | 73.15%-53.8pp |
| Employer contribution / active EE | $746 | $1,786-58.2% | $2,456-69.6% | $2,343-68.2% |
| Participant deferral / active EE | $2,692 | $2,823-4.6% | $3,548-24.1% | $3,332-19.2% |
| Admin fee / account holder | $1,712 | $4,236-59.6% | $5,417-68.4% | $4,645-63.1% |