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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 | $30,731 | $71,215-56.8% | $93,696-67.2% | $80,935-62.0% |
| Participation rate | 60.0% | 60.4%-0.4pp | 68.7%-8.7pp | 67.7%-7.7pp |
| Annual return | 13.57% | 11.27%+2.3pp | 133.74%-120.2pp | 35.66%-22.1pp |
| Employer contribution / active EE | $1,863 | $1,565+19.0% | $2,422-23.1% | $2,757-32.4% |
| Participant deferral / active EE | $2,919 | $4,037-27.7% | $4,417-33.9% | $4,299-32.1% |
| Admin fee / account holder | $1,246 | $6,958-82.1% | $8,287-85.0% | $6,924-82.0% |