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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 | $39,462 | $71,057-44.5% | $93,654-57.9% | $80,874-51.2% |
| Participation rate | 60.0% | 60.4%-0.4pp | 68.7%-8.7pp | 67.6%-7.6pp |
| Annual return | 12.95% | 11.26%+1.7pp | 133.34%-120.4pp | 35.62%-22.7pp |
| Employer contribution / active EE | $1,512 | $1,564-3.3% | $2,421-37.5% | $2,756-45.1% |
| Participant deferral / active EE | $2,421 | $4,034-40.0% | $4,413-45.1% | $4,297-43.7% |
| Admin fee / account holder | $1,053 | $6,944-84.8% | $8,282-87.3% | $6,935-84.8% |