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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 | $22,119 | $71,057-68.9% | $93,654-76.4% | $80,874-72.6% |
| Participation rate | 60.0% | 60.4%-0.4pp | 68.7%-8.7pp | 67.6%-7.6pp |
| Annual return | 13.00% | 11.26%+1.7pp | 133.34%-120.3pp | 35.62%-22.6pp |
| Employer contribution / active EE | $1,083 | $1,564-30.7% | $2,421-55.3% | $2,756-60.7% |
| Participant deferral / active EE | $2,772 | $4,034-31.3% | $4,413-37.2% | $4,297-35.5% |
| Admin fee / account holder | $3,293 | $6,944-52.6% | $8,282-60.2% | $6,935-52.5% |