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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 | $27,937 | $81,276-65.6% | $155,574-82.0% | $80,925-65.5% |
| Participation rate | 63.8% | 66.2%-2.4pp | 78.2%-14.4pp | 67.7%-3.8pp |
| Annual return | 15.07% | 33.36%-18.3pp | 64.87%-49.8pp | 35.65%-20.6pp |
| Employer contribution / active EE | $3,153 | $3,103+1.6% | $4,676-32.6% | $2,756+14.4% |
| Participant deferral / active EE | $3,102 | $3,453-10.2% | $5,629-44.9% | $4,299-27.8% |
| Admin fee / account holder | $2,245 | $7,993-71.9% | $15,914-85.9% | $6,940-67.6% |