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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 | $44,900 | $67,411-33.4% | $91,004-50.7% | $70,124-36.0% |
| Participation rate | 61.8% | 71.4%-9.6pp | 75.6%-13.8pp | 69.5%-7.7pp |
| Annual return | 16.43% | -40.16%+56.6pp | 4.60%+11.8pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,702 | $1,786-4.7% | $2,456-30.7% | $2,342-27.4% |
| Participant deferral / active EE | $2,902 | $2,823+2.8% | $3,548-18.2% | $3,332-12.9% |
| Admin fee / account holder | $644 | $4,236-84.8% | $5,417-88.1% | $4,645-86.1% |