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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 | $64,164 | $71,208-9.9% | $93,681-31.5% | $80,911-20.7% |
| Participation rate | 42.7% | 60.4%-17.7pp | 68.7%-26.0pp | 67.6%-25.0pp |
| Annual return | 12.29% | 11.27%+1.0pp | 133.47%-121.2pp | 35.63%-23.3pp |
| Employer contribution / active EE | $1,266 | $1,564-19.1% | $2,422-47.7% | $2,756-54.1% |
| Participant deferral / active EE | $2,463 | $4,035-39.0% | $4,415-44.2% | $4,297-42.7% |
| Admin fee / account holder | $10,438 | $6,951+50.2% | $8,290+25.9% | $6,935+50.5% |