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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 | $22,876 | $71,230-67.9% | $93,727-75.6% | $80,959-71.7% |
| Participation rate | 59.4% | 60.4%-1.0pp | 68.7%-9.3pp | 67.7%-8.3pp |
| Annual return | 11.37% | 11.26%+0.1pp | 133.83%-122.5pp | 35.67%-24.3pp |
| Employer contribution / active EE | $1,624 | $1,565+3.8% | $2,421-32.9% | $2,757-41.1% |
| Participant deferral / active EE | $2,822 | $4,037-30.1% | $4,417-36.1% | $4,300-34.4% |
| Admin fee / account holder | $1,279 | $6,961-81.6% | $8,292-84.6% | $6,925-81.5% |