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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 | $71,215-44.6% | $93,696-57.9% | $80,935-51.2% |
| Participation rate | 60.0% | 60.4%-0.4pp | 68.7%-8.7pp | 67.7%-7.7pp |
| Annual return | 12.95% | 11.27%+1.7pp | 133.74%-120.8pp | 35.66%-22.7pp |
| Employer contribution / active EE | $1,512 | $1,565-3.4% | $2,422-37.6% | $2,757-45.2% |
| Participant deferral / active EE | $2,421 | $4,037-40.0% | $4,417-45.2% | $4,299-43.7% |
| Admin fee / account holder | $1,053 | $6,958-84.9% | $8,287-87.3% | $6,924-84.8% |