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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 | $59,771 | $69,977-14.6% | $108,582-45.0% | $62,881-4.9% |
| Participation rate | 65.4% | 72.9%-7.5pp | 79.6%-14.2pp | 69.3%-3.9pp |
| Annual return | 8.44% | 10.73%-2.3pp | -51.70%+60.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,377 | $2,135-35.5% | $3,758-63.4% | $2,281-39.6% |
| Participant deferral / active EE | $2,062 | $3,165-34.8% | $4,311-52.2% | $3,203-35.6% |
| Admin fee / account holder | $1,339 | $5,076-73.6% | $7,645-82.5% | $4,296-68.8% |