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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 | $71,208-67.9% | $93,681-75.6% | $80,911-71.7% |
| Participation rate | 59.4% | 60.4%-1.0pp | 68.7%-9.4pp | 67.6%-8.3pp |
| Annual return | 11.37% | 11.27%+0.1pp | 133.47%-122.1pp | 35.63%-24.3pp |
| Employer contribution / active EE | $1,624 | $1,564+3.8% | $2,422-32.9% | $2,756-41.1% |
| Participant deferral / active EE | $2,822 | $4,035-30.0% | $4,415-36.1% | $4,297-34.3% |
| Admin fee / account holder | $1,279 | $6,951-81.6% | $8,290-84.6% | $6,935-81.5% |