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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 | $33,727 | $67,411-50.0% | $91,004-62.9% | $70,126-51.9% |
| Participation rate | 68.4% | 71.4%-3.0pp | 75.6%-7.2pp | 69.5%-1.2pp |
| Annual return | 20.81% | -40.16%+61.0pp | 4.60%+16.2pp | 73.15%-52.3pp |
| Employer contribution / active EE | $1,093 | $1,786-38.8% | $2,456-55.5% | $2,343-53.4% |
| Participant deferral / active EE | $1,635 | $2,823-42.1% | $3,548-53.9% | $3,332-50.9% |
| Admin fee / account holder | $1,613 | $4,236-61.9% | $5,417-70.2% | $4,645-65.3% |