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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 | $68,188 | $71,057-4.0% | $93,654-27.2% | $80,874-15.7% |
| Participation rate | 48.0% | 60.4%-12.4pp | 68.7%-20.7pp | 67.6%-19.6pp |
| Annual return | 11.87% | 11.26%+0.6pp | 133.34%-121.5pp | 35.62%-23.7pp |
| Employer contribution / active EE | $1,398 | $1,564-10.6% | $2,421-42.2% | $2,756-49.3% |
| Participant deferral / active EE | $2,847 | $4,034-29.4% | $4,413-35.5% | $4,297-33.7% |
| Admin fee / account holder | $2,628 | $6,944-62.2% | $8,282-68.3% | $6,935-62.1% |