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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 | $71,962 | $71,215+1.0% | $93,696-23.2% | $80,935-11.1% |
| Participation rate | 57.6% | 60.4%-2.8pp | 68.7%-11.1pp | 67.7%-10.1pp |
| Annual return | 11.74% | 11.27%+0.5pp | 133.74%-122.0pp | 35.66%-23.9pp |
| Employer contribution / active EE | $1,153 | $1,565-26.4% | $2,422-52.4% | $2,757-58.2% |
| Participant deferral / active EE | $3,027 | $4,037-25.0% | $4,417-31.5% | $4,299-29.6% |
| Admin fee / account holder | $1,193 | $6,958-82.9% | $8,287-85.6% | $6,924-82.8% |