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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 | $44,056 | $67,411-34.6% | $91,004-51.6% | $70,126-37.2% |
| Participation rate | 69.8% | 71.4%-1.6pp | 75.6%-5.8pp | 69.5%+0.3pp |
| Annual return | 14.61% | -40.16%+54.8pp | 4.60%+10.0pp | 73.15%-58.5pp |
| Employer contribution / active EE | $1,064 | $1,786-40.4% | $2,456-56.7% | $2,343-54.6% |
| Participant deferral / active EE | $1,585 | $2,823-43.8% | $3,548-55.3% | $3,332-52.4% |
| Admin fee / account holder | $3,012 | $4,236-28.9% | $5,417-44.4% | $4,645-35.2% |