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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 | $37,934 | $71,215-46.7% | $93,696-59.5% | $80,935-53.1% |
| Participation rate | 58.7% | 60.4%-1.7pp | 68.7%-10.0pp | 67.7%-9.0pp |
| Annual return | 13.91% | 11.27%+2.6pp | 133.74%-119.8pp | 35.66%-21.7pp |
| Employer contribution / active EE | $1,432 | $1,565-8.5% | $2,422-40.9% | $2,757-48.0% |
| Participant deferral / active EE | $2,723 | $4,037-32.5% | $4,417-38.3% | $4,299-36.7% |
| Admin fee / account holder | $1,221 | $6,958-82.4% | $8,287-85.3% | $6,924-82.4% |