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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 | $34,679 | $67,411-48.6% | $91,004-61.9% | $70,126-50.5% |
| Participation rate | 68.4% | 71.4%-2.9pp | 75.6%-7.2pp | 69.5%-1.1pp |
| Annual return | 21.19% | -40.16%+61.4pp | 4.60%+16.6pp | 73.15%-52.0pp |
| Employer contribution / active EE | $1,619 | $1,786-9.4% | $2,456-34.1% | $2,343-30.9% |
| Participant deferral / active EE | $2,766 | $2,823-2.0% | $3,548-22.0% | $3,332-17.0% |
| Admin fee / account holder | $1,342 | $4,236-68.3% | $5,417-75.2% | $4,645-71.1% |