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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 | $42,792 | $71,197-39.9% | $93,669-54.3% | $80,925-47.1% |
| Participation rate | 61.5% | 60.4%+1.1pp | 68.7%-7.2pp | 67.7%-6.1pp |
| Annual return | 11.42% | 11.27%+0.1pp | 133.59%-122.2pp | 35.65%-24.2pp |
| Employer contribution / active EE | $1,405 | $1,565-10.2% | $2,424-42.0% | $2,756-49.0% |
| Participant deferral / active EE | $3,667 | $4,036-9.1% | $4,416-17.0% | $4,299-14.7% |
| Admin fee / account holder | $2,400 | $6,959-65.5% | $8,291-71.1% | $6,940-65.4% |