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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 | $36,664 | $72,177-49.2% | $115,038-68.1% | $59,633-38.5% |
| Participation rate | 65.8% | 72.6%-6.8pp | 81.4%-15.6pp | 68.7%-2.9pp |
| Annual return | 5.31% | 12.02%-6.7pp | 26.14%-20.8pp | 2041.45%-2036.1pp |
| Employer contribution / active EE | $1,927 | $2,841-32.2% | $4,608-58.2% | $2,203-12.5% |
| Participant deferral / active EE | $5,636 | $4,783+17.8% | $6,026-6.5% | $3,192+76.6% |
| Admin fee / account holder | $3,411 | $4,927-30.8% | $8,175-58.3% | $4,297-20.6% |