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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 | $67,948 | $71,197-4.6% | $93,669-27.5% | $80,925-16.0% |
| Participation rate | 53.2% | 60.4%-7.2pp | 68.7%-15.5pp | 67.7%-14.5pp |
| Annual return | 21.41% | 11.27%+10.1pp | 133.59%-112.2pp | 35.65%-14.2pp |
| Employer contribution / active EE | $1,109 | $1,565-29.1% | $2,424-54.2% | $2,756-59.8% |
| Participant deferral / active EE | $2,908 | $4,036-27.9% | $4,416-34.1% | $4,299-32.4% |
| Admin fee / account holder | $384 | $6,959-94.5% | $8,291-95.4% | $6,940-94.5% |