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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 | $38,870 | $72,492-46.4% | $87,102-55.4% | $72,983-46.7% |
| Participation rate | 68.1% | 72.8%-4.7pp | 76.9%-8.8pp | 69.5%-1.4pp |
| Annual return | 27.02% | 24.46%+2.6pp | 28.19%-1.2pp | 81.01%-54.0pp |
| Employer contribution / active EE | $1,898 | $1,894+0.2% | $2,521-24.7% | $2,440-22.2% |
| Participant deferral / active EE | $3,123 | $3,270-4.5% | $4,048-22.8% | $3,608-13.4% |
| Admin fee / account holder | $1,267 | $5,055-74.9% | $7,491-83.1% | $5,124-75.3% |