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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 | $36,286 | $77,574-53.2% | $108,753-66.6% | $86,983-58.3% |
| Participation rate | 61.7% | 62.3%-0.6pp | 71.1%-9.4pp | 69.5%-7.9pp |
| Annual return | 12.05% | 18.42%-6.4pp | 37.47%-25.4pp | 25.83%-13.8pp |
| Employer contribution / active EE | $1,195 | $1,611-25.8% | $2,427-50.8% | $2,584-53.8% |
| Participant deferral / active EE | $3,452 | $3,128+10.3% | $4,115-16.1% | $4,194-17.7% |
| Admin fee / account holder | $5,406 | $6,529-17.2% | $10,320-47.6% | $7,856-31.2% |