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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 | $39,765 | $71,208-44.2% | $93,681-57.6% | $80,911-50.9% |
| Participation rate | 59.8% | 60.4%-0.6pp | 68.7%-9.0pp | 67.6%-7.9pp |
| Annual return | 16.48% | 11.27%+5.2pp | 133.47%-117.0pp | 35.63%-19.2pp |
| Employer contribution / active EE | $1,194 | $1,564-23.7% | $2,422-50.7% | $2,756-56.7% |
| Participant deferral / active EE | $2,780 | $4,035-31.1% | $4,415-37.0% | $4,297-35.3% |
| Admin fee / account holder | $2,069 | $6,951-70.2% | $8,290-75.0% | $6,935-70.2% |