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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 | $38,351 | $87,106-56.0% | $105,607-63.7% | $80,935-52.6% |
| Participation rate | 65.9% | 70.4%-4.6pp | 75.3%-9.4pp | 67.7%-1.8pp |
| Annual return | 13.09% | 17.01%-3.9pp | 116.11%-103.0pp | 35.66%-22.6pp |
| Employer contribution / active EE | $1,791 | $2,396-25.2% | $3,167-43.4% | $2,757-35.0% |
| Participant deferral / active EE | $2,329 | $3,986-41.6% | $5,011-53.5% | $4,299-45.8% |
| Admin fee / account holder | $1,171 | $8,447-86.1% | $10,958-89.3% | $6,924-83.1% |