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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 | $41,160 | $94,031-56.2% | $115,768-64.4% | $82,448-50.1% |
| Participation rate | 63.6% | 70.4%-6.8pp | 74.4%-10.8pp | 68.1%-4.4pp |
| Annual return | 16.26% | 20.61%-4.4pp | 100.46%-84.2pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,263 | $2,323-45.6% | $2,940-57.0% | $2,551-50.5% |
| Participant deferral / active EE | $2,110 | $3,972-46.9% | $4,917-57.1% | $4,139-49.0% |
| Admin fee / account holder | $908 | $10,249-91.1% | $12,439-92.7% | $7,234-87.4% |