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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 | $38,091 | $62,586-39.1% | $76,766-50.4% | $64,181-40.7% |
| Participation rate | 58.0% | 72.8%-14.8pp | 77.0%-19.0pp | 69.6%-11.6pp |
| Annual return | 8.15% | -1.95%+10.1pp | 2.43%+5.7pp | 7.63%+0.5pp |
| Employer contribution / active EE | $1,023 | $1,832-44.1% | $2,485-58.8% | $2,381-57.0% |
| Participant deferral / active EE | $1,805 | $3,145-42.6% | $3,851-53.1% | $3,470-48.0% |
| Admin fee / account holder | $1,247 | $4,667-73.3% | $6,675-81.3% | $4,887-74.5% |