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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 | $42,907 | $81,276-47.2% | $155,574-72.4% | $80,925-47.0% |
| Participation rate | 63.0% | 66.2%-3.2pp | 78.2%-15.2pp | 67.7%-4.6pp |
| Annual return | 11.31% | 33.36%-22.1pp | 64.87%-53.6pp | 35.65%-24.3pp |
| Employer contribution / active EE | $1,265 | $3,103-59.2% | $4,676-72.9% | $2,756-54.1% |
| Participant deferral / active EE | $2,668 | $3,453-22.7% | $5,629-52.6% | $4,299-37.9% |
| Admin fee / account holder | $1,139 | $7,993-85.7% | $15,914-92.8% | $6,940-83.6% |